13F filing recap · Q3 2014

What did Mairs & Power buy in Q3 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

$6.85B

Positions

193

Estimated turnover

6.7%

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

TECHBio-Techne Corp$101.97Mreported value+1.09M shares CSIICardiovascular Systems Inc$2.64Mreported value+111.8K shares DDE.I. du Pont de Nemours and Company$639.0Kreported value+8.9K shares NKENike, Inc.$243.0Kreported value+2.7K shares TXNTexas Instruments Incorporated$222.0Kreported value+4.7K shares SPGSimon Property Group, Inc.$205.0Kreported value+1.2K shares PTRCPetroleum River Oil Corp.$1.0Kreported value+15.0K shares

Increased positions

ECLEcolab Inc.$258.75Mreported value+8.4K shares+0.4%EMREmerson Electric Co.$225.12Mreported value+19.3K shares+0.5%HONHoneywell International Inc$218.22Mreported value+6.6K shares+0.3%DCIDonaldson Company, Inc.$190.72Mreported value+187.7K shares

Reduced positions

MMM3m Company$295.53Mreported value-2.4K shares-0.1%USBUS Bancorp$249.92Mreported value-10.8K shares-0.2%VALValspar Corporation$239.94Mreported value-191.7K shares-5.9%MDTMedtronic Plc$233.43Mreported value-378.1K shares

Exited positions

TECHBio-Techne Corp$101.40Mprior reported value-1.10M shares-100.0%LDRLandauer, Inc.$2.13Mprior reported value-50.8K shares-100.0%MUSAMurphy USA Inc.$611.0Kprior reported value-12.5K shares-100.0%ALLEAllegion Plc$444.0Kprior reported value-7.8K shares