13F filing recap · Q1 2017

What did Mairs & Power buy in Q1 2017?

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

$8.16B

Positions

203

Estimated turnover

11.5%

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

CTLTCatalent Inc$9.38Mreported value+331.4K shares BKHBlack Hills Corporation$8.89Mreported value+133.8K shares QCRHQcr Holdings Inc$2.36Mreported value+55.7K shares CYBE1EURCyberoptics Corp$2.19Mreported value+84.2K shares VTIVanguard Index Funds$489.0Kreported value+4.0K shares NSRGYNestle SA$436.0Kreported value+5.7K shares ITWIllinois Tool Works Inc$427.0Kreported value+3.2K shares UNUnilever Plc$397.0Kreported value+8.0K shares CSXCsx Corporation$391.0Kreported value+8.4K shares PPGPpg Industries Inc$357.0Kreported value+3.4K shares PXPraxair, Inc.$338.0Kreported value+2.9K shares SBUXStarbucks Corporation$333.0Kreported value+5.7K shares VIGVanguard Specialized Funds$312.0Kreported value+3.5K shares ROKRockwell Automation, Inc.$299.0Kreported value+1.9K shares BSVVanguard Total Bond Market ETF$279.0Kreported value+3.5K shares OTTROtter Tail Corporation$266.0Kreported value+7.0K shares AMATApplied Materials Inc /de$262.0Kreported value+6.7K shares DUKDuke Energy Corporation$231.0Kreported value+2.8K shares METAMeta Platforms, Inc.$203.0Kreported value+1.4K shares NADNuveen Quality Municipal Income Fund$139.0Kreported value+10.2K shares

Increased positions

MMM3m Company$345.74Mreported value+5.1K shares+0.3%ECLEcolab Inc.$341.99Mreported value+165.7K shares+6.5%HONHoneywell International Inc$282.92Mreported value+20.5K shares+0.9%MDTMedtronic Plc$279.86Mreported value+331.8K shares

Reduced positions

USBUS Bancorp$337.91Mreported value-53.8K shares-0.8%GGGGraco Inc.$309.48Mreported value-6.2K shares-0.2%DCIDonaldson Company, Inc.$239.26Mreported value-84.4K shares-1.6%TTCThe Toro Company$188.56Mreported value-248.4K shares

Exited positions

STJSt. Jude Medical Inc$230.11Mprior reported value-2.87M shares-100.0%GKG&K Services, Inc.$25.79Mprior reported value-267.3K shares-100.0%VASCVascular Solutions, Inc.$3.93Mprior reported value-70.0K shares-100.0%FTAFirst Trust Exchange-Traded Alphadex Fund$336.0Kprior reported value