13F filing recap · Q4 2014

What did Mairs & Power buy in Q4 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

$7.21B

Positions

193

Estimated turnover

11.3%

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

MDTMedtronic Plc$245.23Mreported value+3.40M shares CFNLCardinal Financial Corporation$2.25Mreported value+113.6K shares DOCHealthpeak Properties, Inc.$1.70Mreported value+102.1K shares WBAWalgreens Boots Alliance Inc$952.0Kreported value+12.5K shares HYHHalyard Health Inc$871.0Kreported value+19.2K shares NMSNuveen Minnesota Quality Municipal Income Fund$531.0Kreported value+37.0K shares IJHiShares Trust$370.0Kreported value+2.6K shares ALVAutoliv, Inc.$283.0Kreported value+2.7K shares KMXCarmax, Inc.$258.0Kreported value+3.9K shares ALNYAlnylam Pharmaceuticals, Inc.$213.0Kreported value+2.2K shares HOGHarley-Davidson, Inc.$209.0Kreported value+3.2K shares IJTiShares Trust$203.0Kreported value+1.7K shares RBBNRibbon Communications Inc.$60.0Kreported value+15.0K shares

Increased positions

ECLEcolab Inc.$254.14Mreported value+178.1K shares+7.9%HONHoneywell International Inc$237.17Mreported value+30.2K shares+1.3%DCIDonaldson Company, Inc.$196.02Mreported value+380.1K shares+8.1%SLBSlb Limited/nv$195.16Mreported value+157.2K shares

Reduced positions

MMM3m Company$310.41Mreported value-196.9K shares-9.4%USBUS Bancorp$268.41Mreported value-3.4K shares-0.1%VALValspar Corporation$256.37Mreported value-73.1K shares-2.4%TGTTarget Corporation$251.03Mreported value-230.0K shares

Exited positions

MDTMedtronic Plc$233.43Mprior reported value-3.77M shares-100.0%KOGKodiak Oil & Gas Corp$1.51Mprior reported value-111.2K shares-100.0%WAGWalgreen Co.$747.0Kprior reported value-12.6K shares-100.0%BOHBank of Hawaii Corporation$568.0Kprior reported value-10.0K shares