DAVIDSON INVESTMENT ADVISORS

HTTP://WWW.DADCO.COM GREAT FALLS, MT Investment Advisor How do I update this listing?

Davidson Investment Advisors is based out of Great Falls. Davidson Investment Advisors is a large advisory firm with 2101 clients and discretionary assets under management (AUM) of $2,004,251,946 (Form ADV from 2018-09-01). Their last reported 13F filing for Q3 2019 included $962,685,000 in managed 13F securities and a top 10 holdings concentration of 33.44%. Davidson Investment Advisors's largest holding is Microsoft Corp. with shares held of 337,542. Davidson Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 85 13F filings, and 2 13G filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $962.685 Million
  • Prior Market Value $959.801 Million
  • New Purchases6 stocks
  • Additional Purchases26 stocks
  • Sold out of3 stocks
  • Reduced holdings in66 stocks
  • Top 10 Holdings % 33.44 %
  • Turnover % [1]:8.65%
  • Turnover Alt % [2]: 3.71 %
  • Time Held Top20:14.45 quarters
  • Time Held Top10:11.50 quarters
  • Time Held All:30.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.2%
Performance Last 4 Quarters: 9.4%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR/A (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR/A (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR/A (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

DAVIDSON INVESTMENT ADVISORS, INC.
8 THIRD STREET NORTH
GREAT FALLS MT    59401-3104
Country: United States

Business Phone: 406-727-6111
Fax: 406-791-7385
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 21
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 0
Total Number of Clients: 2101
Amount of client funds and securities by related persons: 1,446,740,000
Total Number of clients from related persons: 1748
Disclosures:
Data above was derived from SEC filings.

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DAVIDSON INVESTMENT ADVISORS, INC.

ownership team - last updated 2018-12-26
Name Title Start Date Direct/Indirect % Ownership
D.A. DAVIDSON COMPANIES PARENT COMPANY 05/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
DAVIDSON TRUST CO. PARENT COMPANY direct 1986-06-01
DAVIDSON TRUST CO. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. OWNER direct 2005-01-01
WEST MERGER SUB, INC. HOLDING COMPANY direct 2013-04-01
SMITH HAYES ADVISERS INC HOLDING COMPANY indirect 2016-04-01
DAVIDSON INVESTMENT ADVISORS, INC. PARENT COMPANY direct 1986-05-01
D.A. DAVIDSON & CO. HOLDING COMPANY direct 1986-05-01
DAVIDSON INVESTMENT ADVISORS, INC. PARENT COMPANY direct 1986-06-01 2001-03-29
KIRKPATRICK PETTIS CAPITAL MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01 2009-10-22
D.A. DAVIDSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01 2011-12-22
DAVIDSON FIXED INCOME MANAGEMENT, INC. PARENT CORPORATION indirect 1986-05-01 2012-12-21
DAVIDSON FIXED INCOME MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2005-01-01 2012-12-21
D.A. DAVIDSON & CO. PARENT CORPORATION direct 1986-05-01 2012-12-21
DAVIDSON INVESTMENT ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01 2013-06-06
DAVIDSON INVESTMENT ADVISORS, INC. PARENT CORPORATION indirect 1986-05-01 2013-06-06
DAVIDSON, ANDREW, IAN PRESIDENT, DIRECTOR 11/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. VP, DIRECTOR direct 2003-01-01
DAVIDSON INVESTMENT ADVISORS, INC. PRESIDENT, DIRECTOR direct 2004-11-01
CROTTY, EDWARD, PATRICK DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. SVP, DIRECTOR direct 2009-01-01
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR direct 2013-01-01
KERR, JAMES, PATRICK DIRECTOR, CHIEF EXECUTIVE OFFICER OF PARENT COMPANY 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DAVIDSON TRUST CO. DIRECTOR direct 2006-01-01
WEST MERGER SUB, INC. DIRECTOR direct 2013-08-01
SMITH HAYES ADVISERS INC DIRECTOR direct 2016-04-01
D.A. DAVIDSON & CO. CEO, D.A. DAVIDSON COMPANIES, DIRECTOR direct 2016-10-01
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR, CHIEF EXECUTIVE OFFICER OF PARENT COMPANY direct 2016-10-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR AND CEO OF PARENT COMPANY direct 2016-10-01
WELLS FARGO INVESTMENTS, LLC PRESIDENT direct 1999-01-01 2001-03-30
WELLS FARGO INVESTMENTS, LLC PRESIDENT/DIRECTOR direct 1999-01-01 2001-07-19
D.A. DAVIDSON & CO. PRESIDENT OF PRIVATE CLIENT GROUP direct 2007-10-01 2009-12-23
D.A. DAVIDSON & CO. PRESIDENT OF INDIVIDUAL INVESTOR GROUP direct 2007-10-01 2011-12-22
D.A. DAVIDSON & CO. PRESIDENT OF INDIVIDUAL INVESTOR GROUP, DIRECTOR direct 2007-10-01 2013-12-20
D.A. DAVIDSON & CO. PRESIDENT D.A. DAVIDSON COMPANIES, DIRECTOR direct 2012-01-01 2014-12-23
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR AND CHEIF EXECUTIVE OFFICER OF PARENT COMPANY direct 2015-01-01 2015-01-30
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR AND CEO OF PARENT COMPANY direct 2015-01-01 2015-02-17
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF PARENT COMPANY direct 2015-01-01 2016-04-27
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR AND PRESIDENT AND CEO OF PARENT COMPANY direct 2015-01-01 2016-05-26
D.A. DAVIDSON & CO. PRESIDENT & CEO, D.A. DAVIDSON COMPANIES, DIRECTOR direct 2015-01-01 2016-08-23
CONDON, STEVEN, PAUL DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORUNDUM GROUP INC PRESIDENT direct 2006-04-01
CB&T WEALTH MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-04-01
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR direct 2017-01-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. PRESIDENT, DAVIDSON FIXED INCOME MANAGEMENT, INC. AND ASSET MANAGEMENT AND TRUST, DIRECTOR direct 2016-12-01
KUBAS, HEATHER, ELIZABETH CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DAVIDSON INVESTMENT ADVISORS, INC. CHIEF OPERATING OFFICER direct 2015-10-01
D.A. DAVIDSON TRUST COMPANY TRUSTEE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 09/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. TRUSTEE indirect 2001-09-01
DAVIDSON INVESTMENT ADVISORS, INC. TRUSTEE indirect 2001-09-01
SMITH HAYES ADVISERS INC TRUSTEE indirect 2016-04-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. TRUSTEE indirect 2001-09-01
WEST MERGER SUB, INC. TRUSTEE indirect 2013-04-01
EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST SHAREHOLDER D.A. DAVIDSON COMPANIES 09/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01
D.A. DAVIDSON & CO. SHAREHOLDER indirect 2001-09-01
D.A. DAVIDSON & CO. SHAREHOLDER indirect 2001-09-01
DAVIDSON INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2001-09-01
DAVIDSON INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2001-09-01
SMITH HAYES ADVISERS INC SHAREHOLDER indirect 2016-04-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. SHAREHOLDER indirect 2001-09-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. SHAREHOLDER indirect 2001-09-01
WEST MERGER SUB, INC. TRUSTEE indirect 2013-04-01
WEST MERGER SUB, INC. SHAREHOLDER indirect 2013-04-01

DAVIDSON INVESTMENT ADVISORS, INC.

ownership team - last updated 2018-05-25
Name Title Start Date Direct/Indirect % Ownership
D.A. DAVIDSON COMPANIES PARENT COMPANY 05/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
DAVIDSON TRUST CO. PARENT COMPANY direct 1986-06-01
DAVIDSON TRUST CO. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. OWNER direct 2005-01-01
WEST MERGER SUB, INC. HOLDING COMPANY direct 2013-04-01
SMITH HAYES ADVISERS INC HOLDING COMPANY indirect 2016-04-01
DAVIDSON INVESTMENT ADVISORS, INC. PARENT COMPANY direct 1986-05-01
D.A. DAVIDSON & CO. HOLDING COMPANY direct 1986-05-01
DAVIDSON INVESTMENT ADVISORS, INC. PARENT COMPANY direct 1986-06-01 2001-03-29
KIRKPATRICK PETTIS CAPITAL MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01 2009-10-22
D.A. DAVIDSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01 2011-12-22
DAVIDSON FIXED INCOME MANAGEMENT, INC. PARENT CORPORATION indirect 1986-05-01 2012-12-21
DAVIDSON FIXED INCOME MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2005-01-01 2012-12-21
D.A. DAVIDSON & CO. PARENT CORPORATION direct 1986-05-01 2012-12-21
DAVIDSON INVESTMENT ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01 2013-06-06
DAVIDSON INVESTMENT ADVISORS, INC. PARENT CORPORATION indirect 1986-05-01 2013-06-06
DAVIDSON, ANDREW, IAN PRESIDENT, DIRECTOR 11/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. VP, DIRECTOR direct 2003-01-01
DAVIDSON INVESTMENT ADVISORS, INC. PRESIDENT, DIRECTOR direct 2004-11-01
CROTTY, EDWARD, PATRICK DIRECTOR 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. SVP, DIRECTOR direct 2009-01-01
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR direct 2013-01-01
KERR, JAMES, PATRICK DIRECTOR, CHIEF EXECUTIVE OFFICER OF PARENT COMPANY 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DAVIDSON TRUST CO. DIRECTOR direct 2006-01-01
WEST MERGER SUB, INC. DIRECTOR direct 2013-08-01
SMITH HAYES ADVISERS INC DIRECTOR direct 2016-04-01
D.A. DAVIDSON & CO. CEO, D.A. DAVIDSON COMPANIES, DIRECTOR direct 2016-10-01
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR, CHIEF EXECUTIVE OFFICER OF PARENT COMPANY direct 2016-10-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR AND CEO OF PARENT COMPANY direct 2016-10-01
WELLS FARGO INVESTMENTS, LLC PRESIDENT direct 1999-01-01 2001-03-30
WELLS FARGO INVESTMENTS, LLC PRESIDENT/DIRECTOR direct 1999-01-01 2001-07-19
D.A. DAVIDSON & CO. PRESIDENT OF PRIVATE CLIENT GROUP direct 2007-10-01 2009-12-23
D.A. DAVIDSON & CO. PRESIDENT OF INDIVIDUAL INVESTOR GROUP direct 2007-10-01 2011-12-22
D.A. DAVIDSON & CO. PRESIDENT OF INDIVIDUAL INVESTOR GROUP, DIRECTOR direct 2007-10-01 2013-12-20
D.A. DAVIDSON & CO. PRESIDENT D.A. DAVIDSON COMPANIES, DIRECTOR direct 2012-01-01 2014-12-23
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR AND CHEIF EXECUTIVE OFFICER OF PARENT COMPANY direct 2015-01-01 2015-01-30
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR AND CEO OF PARENT COMPANY direct 2015-01-01 2015-02-17
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER OF PARENT COMPANY direct 2015-01-01 2016-04-27
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR AND PRESIDENT AND CEO OF PARENT COMPANY direct 2015-01-01 2016-05-26
D.A. DAVIDSON & CO. PRESIDENT & CEO, D.A. DAVIDSON COMPANIES, DIRECTOR direct 2015-01-01 2016-08-23
CONDON, STEVEN, PAUL DIRECTOR 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CORUNDUM GROUP INC PRESIDENT direct 2006-04-01
CB&T WEALTH MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2006-04-01
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR direct 2017-01-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. PRESIDENT, DAVIDSON FIXED INCOME MANAGEMENT, INC. AND ASSET MANAGEMENT AND TRUST, DIRECTOR direct 2016-12-01
KUBAS, HEATHER, ELIZABETH CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
DAVIDSON INVESTMENT ADVISORS, INC. CHIEF OPERATING OFFICER direct 2015-10-01
EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST SHAREHOLDER D.A. DAVIDSON COMPANIES 09/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN indirect 2001-09-01
D.A. DAVIDSON & CO. SHAREHOLDER indirect 2001-09-01
D.A. DAVIDSON & CO. SHAREHOLDER indirect 2001-09-01
DAVIDSON INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2001-09-01
DAVIDSON INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2001-09-01
SMITH HAYES ADVISERS INC SHAREHOLDER indirect 2016-04-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. SHAREHOLDER indirect 2001-09-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. SHAREHOLDER indirect 2001-09-01
WEST MERGER SUB, INC. TRUSTEE indirect 2013-04-01
WEST MERGER SUB, INC. SHAREHOLDER indirect 2013-04-01
D.A. DAVIDSON TRUST COMPANY TRUSTEE EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 09/01/2001 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
D.A. DAVIDSON & CO. TRUSTEE indirect 2001-09-01
DAVIDSON INVESTMENT ADVISORS, INC. TRUSTEE indirect 2001-09-01
SMITH HAYES ADVISERS INC TRUSTEE indirect 2016-04-01
DAVIDSON FIXED INCOME MANAGEMENT, INC. TRUSTEE indirect 2001-09-01
WEST MERGER SUB, INC. TRUSTEE indirect 2013-04-01

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