DAVIDSON INVESTMENT Overview

Davidson Investment Advisors is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 24 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 654MM in positions, representing 34% of the manager's regulatory AUM.

DAVIDSON INVESTMENT StockAlpha

+1.6%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

DAVIDSON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.66% Tech 8.31% 0.23% 0 36%
AAPL 3.49% Tech 1.31% -0.02% 0 42%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

DAVIDSON INVESTMENT Founders and Key Employees

Name Title In Position Since
Andrew I. Davidson President, Director November-2004
Thomas E. Connaghan Director January-2007
Robert J. Froehlich Director November-2009
Douglas A. Woodcock Director March-2009
Wesley D. Hall Chief Compliance Officer October-2012
Edward P. Crotty Director January-2013
Brock Loen Director January-2014
James P. Kerr Director, President And Chief Executive Officer Of Parent Company January-2015

DAVIDSON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

DAVIDSON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss .......................................... 7


Item 9 - ...
Get the Full Report

DAVIDSON INVESTMENT Portfolio Concentration

DAVIDSON INVESTMENT Location

8 THIRD STREET NORTH
GREAT FALLS, Montana
UNITED STATES, 59401-3104

DAVIDSON INVESTMENT Contact Information

Phone Number: 406-727-6111
Fax Number: 406-791-7385
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B