13F filing recap · Q1 2015

What did Mairs & Power buy in Q1 2015?

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

$7.27B

Positions

187

Estimated turnover

5.1%

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

ATUActuant Corporation$3.75Mreported value+158.1K shares CELGCelgene Corporation$205.0Kreported value+1.8K shares VEAVanguard Ftse Developed Markets ETF$205.0Kreported value+5.1K shares RIGTransocean Ltd.$147.0Kreported value+10.0K shares

Increased positions

ECLEcolab Inc.$283.76Mreported value+49.4K shares+2.0%USBUS Bancorp$270.55Mreported value+224.0K shares+3.8%HONHoneywell International Inc$248.01Mreported value+4.1K shares+0.2%BMSBemis Company Inc$217.67Mreported value+2.6K shares

Reduced positions

MMM3m Company$304.54Mreported value-42.8K shares-2.3%MDTMedtronic Plc$253.81Mreported value-142.0K shares-4.2%VALValspar Corporation$243.95Mreported value-61.4K shares-2.1%TGTTarget Corporation$239.06Mreported value-394.1K shares

Exited positions

ADVSAdvent Software Inc$2.44Mprior reported value-79.7K shares-100.0%GTLSChart Industries, Inc.$759.0Kprior reported value-22.2K shares-100.0%OASChord Energy Corp$688.0Kprior reported value-41.6K shares-100.0%RGRSturm, Ruger & Company, Inc.$575.0Kprior reported value-16.6K shares