13F filing recap · Q2 2014

What did Mairs & Power buy in Q2 2014?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Mairs & Power account, including accounts that belong to no fund below.

Stock value

$7.05B

Positions

196

Estimated turnover

8.7%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

PNRPentair Plc$179.16Mreported value+2.48M shares GOOGAlphabet Inc.$303.0Kreported value+527 shares EPDEnterprise Products Partners L.p.$215.0Kreported value+2.7K shares KMXCarmax, Inc.$202.0Kreported value+3.9K shares

Increased positions

MDTMedtronic Plc$264.36Mreported value+21.9K shares+0.5%ECLEcolab Inc.$249.96Mreported value+222.1K shares+11.0%VALValspar Corporation$246.04Mreported value+5.6K shares+0.2%EMREmerson Electric Co.$237.44Mreported value+149.3K shares

Reduced positions

MMM3m Company$299.13Mreported value-2.0K shares-0.1%USBUS Bancorp$259.29Mreported value-6.7K shares-0.1%SLBSlb Limited/nv$251.33Mreported value-6.3K shares-0.3%JNJJohnson & Johnson$208.84Mreported value-15.2K shares

Exited positions

PNRPentair Plc$200.51Mprior reported value-2.53M shares-100.0%ECHOEcho Global Logistics Inc$319.0Kprior reported value-17.4K shares-100.0%ITWIllinois Tool Works Inc$299.0Kprior reported value-3.7K shares-100.0%IJRiShares Trust$258.0Kprior reported value-2.3K shares