13F filing recap · Q2 2015

What did Mairs & Power buy in Q2 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

$7.06B

Positions

181

Estimated turnover

3.7%

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

RAVNRaven Industries Inc$2.65Mreported value+130.3K shares IAUiShares Gold Trust$311.0Kreported value+27.4K shares EEMIshares, Inc.$261.0Kreported value+6.6K shares IWRiShares Trust$235.0Kreported value+1.4K shares WECWec Energy Group, Inc.$215.0Kreported value+4.8K shares

Increased positions

USBUS Bancorp$270.41Mreported value+35.3K shares+0.6%HONHoneywell International Inc$242.63Mreported value+1.7K shares+0.1%BMSBemis Company Inc$214.10Mreported value+56.6K shares+1.2%JNJJohnson & Johnson$210.34Mreported value+39.4K shares

Reduced positions

MMM3m Company$282.27Mreported value-16.9K shares-0.9%ECLEcolab Inc.$280.47Mreported value-360 shares-0.0%MDTMedtronic Plc$238.12Mreported value-41.0K shares-1.3%VALValspar Corporation$234.05Mreported value-42.6K shares

Exited positions

MURMurphy Oil Corporation$2.51Mprior reported value-53.9K shares-100.0%IRIngersoll Rand Inc.$1.70Mprior reported value-24.9K shares-100.0%GPCGenuine Parts Co$1.26Mprior reported value-13.6K shares-100.0%LNCLincoln National Corp$1.15Mprior reported value-20.0K shares