13F filing recap · Q4 2017

What did Mairs & Power buy in Q4 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

$8.62B

Positions

199

Estimated turnover

6.8%

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

XLETechnology Select Sector SPDR Fund$1.75Mreported value+24.2K shares IINIntricon Corp$1.33Mreported value+67.4K shares CLXTCalyxt, Inc.$1.27Mreported value+57.5K shares DEDeere & Co$232.0Kreported value+1.5K shares MAMastercard Inc$207.0Kreported value+1.4K shares

Increased positions

USBUS Bancorp$354.50Mreported value+8.9K shares+0.1%GGGGraco Inc.$320.18Mreported value+4.49M shares+173.1%MDTMedtronic Plc$293.98Mreported value+86.6K shares+2.4%DCIDonaldson Company, Inc.$266.91Mreported value+115.5K shares

Reduced positions

ECLEcolab Inc.$373.23Mreported value-2.7K shares-0.1%MMM3m Company$342.07Mreported value-110.5K shares-7.1%HONHoneywell International Inc$341.80Mreported value-45.0K shares-2.0%JNJJohnson & Johnson$306.24Mreported value-17.6K shares

Exited positions

BWLDBuffalo Wild Wings Inc$2.15Mprior reported value-20.3K shares-100.0%TXNTexas Instruments Incorporated$296.0Kprior reported value-3.3K shares-100.0%CNSLConsolidated Communications Holdings, Inc.$241.0Kprior reported value-12.6K shares-100.0%CVSCVS Health Corp$223.0Kprior reported value