Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2014)

As of Mar 31, 2014, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2014, the filing reported:

New Buys - Bank of America Corporation, Banco Bilbao Vizcaya Argentaria, Bristol-Myers Squibb Company, Chemed Corp, FlexShares Global Upstream Natu, and 9 more

Increases - Apple Inc., AFLAC Incorporated, Amgen Inc., Amazon.com, Inc., Beacon Roofing Supply, Inc., and 57 more

Reductions - iShares Core U.S. Aggregate Bon, Boeing Company (The), ConocoPhillips, iShares MSCI EAFE ETF, Enterprise Products Partners L., and 25 more

Complete Exits - iShares MSCI EAFE Value ETF, SPDR S&P Global Natural Resourc, Jack Henry & Associates, Inc., Nucor Corporation, PIMCO Income Strategy Fund II, and 4 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	AAPL Apple Inc.	Apple Inc.	Buy	+290	+4.8%	$3.37K	6,278
Q1 2014	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+478	+3.7%	$853.00	13,525
Q1 2014	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-2,039	-31.3%	$482.00	4,468
Q1 2014	AMGN Amgen Inc.	Amgen Inc.	Buy	+54	+0.8%	$796.00	6,453
Q1 2014	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+100	+13.0%	$292.00	869
Q1 2014	BA Boeing Company (The)	Boeing Company (The)	Sell	-39	-2.1%	$232.00	1,846
Q1 2014	BAC Bank of America Corporation	Bank of America Corporation	Buy - Position Entry	+12,760	-	$219.00	12,760
Q1 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy - Position Entry	+14,633	-	$176.00	14,633
Q1 2014	BECN Beacon Roofing Supply, Inc.	Beacon Roofing Supply, Inc.	Buy	+757	+13.0%	$254.00	6,563
Q1 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy - Position Entry	+4,069	-	$211.00	4,069
Q1 2014	BP BP p.l.c.	BP p.l.c.	Buy	+2,304	+44.9%	$358.00	7,437
Q1 2014	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+438	+2.4%	$1.33K	19,063
Q1 2014	CHE Chemed Corp	Chemed Corp	Buy - Position Entry	+2,647	-	$237.00	2,647
Q1 2014	COP ConocoPhillips	ConocoPhillips	Sell	-15,828	-60.8%	$719.00	10,223
Q1 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+38,737	+191.5%	$1.32K	58,962
Q1 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+162	+12.1%	$280.00	1,497
Q1 2014	CVS CVS Health Corporation	CVS Health Corporation	Buy	+275	+9.6%	$235.00	3,134
Q1 2014	CVX Chevron Corporation	Chevron Corporation	Buy	+501	+19.1%	$372.00	3,127
Q1 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+11	+0.6%	$318.00	1,937
Q1 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+78	+2.5%	$253.00	3,159
Q1 2014	ECL Ecolab Inc.	Ecolab Inc.	Buy	+373	+12.5%	$362.00	3,350
Q1 2014	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Sell	-2,219	-23.0%	$499.00	7,421
Q1 2014	EFV iShares MSCI EAFE Value ETF	iShares MSCI EAFE Value ETF	Sell - Position Exit	-6,669	-100.0%	$0.00	-
Q1 2014	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-2,058	-6.9%	$1.92K	27,642
Q1 2014	ET Energy Transfer LP	Energy Transfer LP	Buy	+7,474	+73.0%	$828.00	17,708
Q1 2014	F Ford Motor Company	Ford Motor Company	Buy	+90	+0.4%	$327.00	20,989
Q1 2014	FAST Fastenal Company	Fastenal Company	Buy	+583	+12.5%	$259.00	5,252
Q1 2014	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy	+122	+2.0%	$212.00	6,231
Q1 2014	FI Fiserv, Inc.	Fiserv, Inc.	Buy	+485	+12.5%	$248.00	4,375
Q1 2014	FLEX Flex	Flex	Buy	+222	+2.0%	$102.00	11,084

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