Copy Invest | Sonar Terminal

William Frels - Mairs & Power

1121 trades · 901 closed · 220 open · Win rate: 49.8% · Avg return: +55.5% · Median return: 0%

⚠ 61 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
BLS - BellSouth Corp	Q3 2001	$41.55	Q3 2001	$41.55	+0.00%	Closed	History

BNY - The Bank of New York Mellon Cor	Q1 2021	$47.21	Q1 2021	$47.21	+0.00%	Closed	History

BSP - Amern Strategic Inc II	Q3 2006	$11.02	Q3 2006	$11.02	+0.00%	Closed	History

BSV - Vanguard Short-Term Bond Index Fund ETF Shares	Q1 2017	$79.71	Q1 2017	$79.71	+0.00%	Closed	History

BSX - Boston Scientific Corp.	Q4 2019	$45.17	Q4 2019	$45.17	+0.00%	Closed	History

BTI - British American Tobacco p.l.c.	Q3 2016	$63.74	Q3 2016	$63.74	+0.00%	Closed	History

BTZ - BlackRock Credit Allocation Income Trust	Q1 2020	$11.63	Q1 2020	$11.63	+0.00%	Closed	History

C - Citigroup Inc.	Q2 2013	$47.95	Q2 2013	$47.95	+0.00%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2023	$94.57	Q2 2023	$94.57	+0.00%	Closed	History

CB - Chubb Ltd.	Q3 2017	$142.56	Q3 2017	$142.56	+0.00%	Closed	History

CCI - Crown Castle Inc.	Q4 2015	$86.60	Q4 2015	$86.60	+0.00%	Closed	History

CEO - Cnooc Ltd ADR	Q2 2011	$236.29	Q2 2011	$236.29	+0.00%	Closed	History

CERN - Cerner Corp	Q4 2013	$55.75	Q4 2013	$55.75	+0.00%	Closed	History

CERN - Cerner Corp	Q2 2019	$73.31	Q2 2019	$73.31	+0.00%	Closed	History

CERN - Cerner Corp	Q4 2020	$78.52	Q4 2020	$78.52	+0.00%	Closed	History

CERN - Cerner Corp	Q2 2021	$78.13	Q2 2021	$78.13	+0.00%	Closed	History

CFC - Countrywide Financial	Q4 2006	$42.45	Q4 2006	$42.45	+0.00%	Closed	History

CHD - Church & Dwight Co., Inc.	Q4 2013	$33.13	Q4 2013	$33.13	+0.00%	Closed	History

CHYSQ - Charys Holding Co Inc	Q4 2006	$2.15	Q4 2006	$2.15	+0.00%	Closed	History

CI - The Cigna Group	Q2 2006	$32.84	Q2 2006	$32.84	+0.00%	Closed	History

CI - The Cigna Group	Q2 2011	$51.33	Q2 2011	$51.33	+0.00%	Closed	History

CI - The Cigna Group	Q1 2012	$49.33	Q1 2012	$49.33	+0.00%	Closed	History

CIT - CIT Group Inc.	Q4 2009	$27,609.99	Q4 2009	$27,609.99	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q4 2021	$85.26	Q4 2021	$85.26	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2025	$90.90	Q2 2025	$90.90	+0.00%	Closed	History

CMCSA - Comcast Corp.	Q1 2023	$35.53	Q1 2023	$35.53	+0.00%	Closed	History

CMCSA - Comcast Corp.	Q3 2025	$29.45	Q3 2025	$29.45	+0.00%	Closed	History

CMCSK - Comcast Cl A	Q3 2007	$23,959.94	Q3 2007	$23,959.94	+0.00%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q4 2013	$10.66	Q4 2013	$10.66	+0.00%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q2 2023	$42.78	Q2 2023	$42.78	+0.00%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q2 2025	$56.15	Q2 2025	$56.15	+0.00%	Closed	History

CMI - Cummins Inc.	Q3 2020	$211.60	Q3 2020	$211.60	+0.00%	Closed	History

CNP - CenterPoint Energy, Inc.	Q1 2019	$30.74	Q1 2019	$30.74	+0.00%	Closed	History

CNSL - Consolidated Comm Hldgs	Q3 2017	$19.08	Q3 2017	$19.08	+0.00%	Closed	History

COO - The Cooper Companies, Inc.	Q4 2013	$31.00	Q4 2013	$31.00	+0.00%	Closed	History

COST - Costco Wholesale Corp.	Q3 2007	$61,365.45	Q3 2007	$61,365.45	+0.00%	Closed	History

CPE - Callon Pete Co	Q4 2019	$4.83	Q4 2019	$4.83	+0.00%	Closed	History

CSP - Amern Strat Inc Port III	Q3 2006	$12.00	Q3 2006	$12.00	+0.00%	Closed	History

CVS - CVS Health Corp.	Q4 2019	$74.14	Q4 2019	$74.14	+0.00%	Closed	History

CZN - Crane Company	Q3 2016	$63.08	Q3 2016	$63.08	+0.00%	Closed	History

DE - Deere & Co.	Q2 2002	$23.95	Q2 2002	$23.95	+0.00%	Closed	History

DE - Deere & Co.	Q2 2006	$41.75	Q2 2006	$41.75	+0.00%	Closed	History

DHR - Danaher Corp.	Q1 2005	$17.95	Q1 2005	$17.95	+0.00%	Closed	History

DIS - The Walt Disney Co.	Q2 2006	$29.60	Q2 2006	$29.60	+0.00%	Closed	History

DNKN - Dunkin Brands Group Inc	Q4 2013	$48.27	Q4 2013	$48.27	+0.00%	Closed	History

DRI - Darden Restaurants, Inc.	Q2 2006	$35.22	Q2 2006	$35.22	+0.00%	Closed	History

DUK - Duke Energy Corp.	Q1 2004	$39.40	Q1 2004	$39.40	+0.00%	Closed	History

DUK - Duke Energy Corp.	Q3 2012	$64.90	Q3 2012	$64.90	+0.00%	Closed	History

DUK - Duke Energy Corp.	Q2 2016	$85.91	Q2 2016	$85.91	+0.00%	Closed	History

DUK - Duke Energy Corp.	Q2 2018	$78.91	Q2 2018	$78.91	+0.00%	Closed	History

DUK - Duke Energy Corp.	Q1 2023	$96.47	Q1 2023	$96.47	+0.00%	Closed	History

DUKG - Duke Energy Corp New	Q2 2006	$29.37	Q2 2006	$29.37	+0.00%	Closed	History

DUKG - Duke Energy Corp New	Q4 2006	$33.21	Q4 2006	$33.21	+0.00%	Closed	History

DVY - iShares Select Dividend ETF	Q2 2011	$52.88	Q2 2011	$52.88	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q2 2015	$39.57	Q2 2015	$39.57	+0.00%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q3 2025	$15.63	Q3 2025	$15.63	+0.00%	Closed	History

EFA - iShares MSCI EAFE ETF	Q4 2022	$65.64	Q4 2022	$65.64	+0.00%	Closed	History

EFA - iShares MSCI EAFE ETF	Q2 2023	$72.50	Q2 2023	$72.50	+0.00%	Closed	History

EHTH - Ehealth Inc	Q4 2013	$46.49	Q4 2013	$46.49	+0.00%	Closed	History

EPD - Enterprise Products Partners L.P.	Q2 2014	$39.15	Q2 2014	$39.15	+0.00%	Closed	History

ET - Energy Transfer LP	Q4 2023	$13.80	Q4 2023	$13.80	+0.00%	Closed	History

ETR - Entergy Corp.	Q2 2006	$35.38	Q2 2006	$35.38	+0.00%	Closed	History

ETV - Eaton Vance Tax-Managed Buy-Write Opportunities Fund	Q3 2017	$15.31	Q3 2017	$15.31	+0.00%	Closed	History

EW - Edwards Lifesciences Corp.	Q4 2021	$129.32	Q4 2021	$129.32	+0.00%	Closed	History

EWJ - iShares MSCI Japan ETF	Q2 2011	$152.20	Q2 2011	$152.20	+0.00%	Closed	History

FDX - FedEx Corp.	Q1 2023	$184.12	Q1 2023	$184.12	+0.00%	Closed	History

FISV - Fiserv, Inc.	Q1 2005	$9.95	Q1 2005	$9.95	+0.00%	Closed	History

FMH - FMC Technologies Inc	Q2 2011	$44.71	Q2 2011	$44.71	+0.00%	Closed	History

FRCB - First Rep Bk SAn Francisco C	Q4 2020	$147.27	Q4 2020	$147.27	+0.00%	Closed	History

GEF.B - Greif Inc Cl B	Q2 2006	$34.60	Q2 2006	$34.60	+0.00%	Closed	History

GEZ - Genzyme	Q3 2008	$80,890.20	Q3 2008	$80,890.20	+0.00%	Closed	History

GLD - SPDR Gold Shares	Q4 2011	$152.00	Q4 2011	$152.00	+0.00%	Closed	History

GPC - Genuine Parts Co.	Q4 2019	$106.12	Q4 2019	$106.12	+0.00%	Closed	History

GPC - Genuine Parts Co.	Q3 2025	$138.60	Q3 2025	$138.60	+0.00%	Closed	History

GPN - Global Payments Inc.	Q2 2011	$25.53	Q2 2011	$25.53	+0.00%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2011	$132.89	Q2 2011	$132.89	+0.00%	Closed	History

HCSG - Healthcare Services Group, Inc.	Q4 2013	$28.33	Q4 2013	$28.33	+0.00%	Closed	History

HEI - HEICO Corp.	Q3 2018	$92.54	Q3 2018	$92.54	+0.00%	Closed	History

HMSY - HMS Hldgs Corp	Q3 2019	$34.44	Q3 2019	$34.44	+0.00%	Closed	History

HOG - Harley-Davidson, Inc.	Q4 2014	$65.93	Q4 2014	$65.93	+0.00%	Closed	History

HOG - Harley-Davidson, Inc.	Q1 2021	$40.09	Q1 2021	$40.09	+0.00%	Closed	History

HSP - Hospira Inc	Q2 2004	$27.60	Q2 2004	$27.60	+0.00%	Closed	History

HSP - Hospira Inc	Q2 2006	$42.94	Q2 2006	$42.94	+0.00%	Closed	History

HSTM - HealthStream, Inc.	Q4 2013	$32.61	Q4 2013	$32.61	+0.00%	Closed	History

IAU - iShares Gold Trust	Q2 2015	$22.68	Q2 2015	$22.68	+0.00%	Closed	History

ICF - iShares Cohen & Steers Reit ET	Q2 2018	$49.93	Q3 2018	$49.93	+0.00%	Closed	History

IDARQ - Idearc Inc.	Q4 2006	$28.65	Q4 2006	$28.65	+0.00%	Closed	History

IDXGEUR - Interpace Diagnostics Group	Q3 2019	$0.80	Q3 2019	$0.80	+0.00%	Closed	History

IEFA - iShares Core MSCI EAFE ETF	Q4 2019	$65.22	Q4 2019	$65.22	+0.00%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q2 2006	$35.24	Q2 2006	$35.24	+0.00%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q1 2023	$50.03	Q1 2023	$50.03	+0.00%	Closed	History

IJT - iShares S&P Small-Cap 600 Growth ETF	Q1 2014	$59.50	Q1 2014	$59.50	+0.00%	Closed	History

INOD - Innodata Inc.	Q3 2013	$2.59	Q3 2013	$2.59	+0.00%	Closed	History

ITW - Illinois Tool Works Inc.	Q3 2016	$120.05	Q3 2016	$120.05	+0.00%	Closed	History

IWO - iShares Russell 2000 Growth ETF	Q4 2021	$292.51	Q4 2021	$292.51	+0.00%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q1 2024	$84.09	Q1 2024	$84.09	+0.00%	Closed	History

IWV - iShares Russell 3000 ETF	Q4 2022	$220.68	Q4 2022	$220.68	+0.00%	Closed	History

JCN - Johnson Controls	Q1 2005	$55.76	Q1 2005	$55.76	+0.00%	Closed	History

JCN - Johnson Controls	Q1 2010	$32,990.07	Q1 2010	$32,990.07	+0.00%	Closed	History

JCN - Johnson Controls	Q3 2010	$30,500.00	Q3 2010	$30,500.00	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.