Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2016)
As of Mar 31, 2016, 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 2016, the filing reported:
New Buys - AbbVie Inc., Abbott Laboratories, Adobe Inc., Automatic Data Processing, Inc., AFLAC Incorporated, and 62 more
Increases - Alphabet Inc., iShares Russell 1000 Value ETF
Reductions - Apple Inc., Accenture plc, iShares Core U.S. Aggregate Bon, Amgen Inc., Amazon.com, Inc., and 93 more
Complete Exits - Becton, Dickinson and Company, Anheuser-Busch Inbev SA Sponsor, Citigroup, Inc., Chemed Corp, CoStar Group, Inc., and 25 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2016
|
AAPL
Apple Inc.
|
Sell |
-22,370
|
|
Q1 2016
|
ABBV
AbbVie Inc.
|
Buy - Position Entry |
+202
|
|
Q1 2016
|
ABT
Abbott Laboratories
|
Buy - Position Entry |
+245
|
|
Q1 2016
|
ACN
Accenture plc
|
Sell |
-12,458
|
|
Q1 2016
|
ADBE
Adobe Inc.
|
Buy - Position Entry |
+211
|
|
Q1 2016
|
ADP
Automatic Data Processing, Inc.
|
Buy - Position Entry |
+334
|
|
Q1 2016
|
AFL
AFLAC Incorporated
|
Buy - Position Entry |
+2,367
|
|
Q1 2016
|
AGG
iShares Core U.S. Aggregate Bon
|
Sell |
-2,728
|
|
Q1 2016
|
AIG
American International Group, I
|
Buy - Position Entry |
+221
|
|
Q1 2016
|
ALK
Alaska Air Group, Inc.
|
Buy - Position Entry |
+2,522
|
|
Q1 2016
|
AMGN
Amgen Inc.
|
Sell |
-4,778
|
|
Q1 2016
|
AMZN
Amazon.com, Inc.
|
Sell |
-664
|
|
Q1 2016
|
BA
Boeing Company (The)
|
Sell |
-2,085
|
|
Q1 2016
|
BAC
Bank of America Corporation
|
Buy - Position Entry |
+423
|
|
Q1 2016
|
BANR
Banner Corporation
|
Sell |
-9,431
|
|
Q1 2016
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Sell |
-19,846
|
|
Q1 2016
|
BDX
Becton, Dickinson and Company
|
Sell - Position Exit |
-17,849
|
|
Q1 2016
|
BIDU
Baidu, Inc.
|
Buy - Position Entry |
+322
|
|
Q1 2016
|
BMY
Bristol-Myers Squibb Company
|
Sell |
-4,553
|
|
Q1 2016
|
BP
BP p.l.c.
|
Sell |
-9,835
|
|
Q1 2016
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-3,925
|
|
Q1 2016
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Sell - Position Exit |
-2,466
|
|
Q1 2016
|
C
Citigroup, Inc.
|
Sell - Position Exit |
-5,522
|
|
Q1 2016
|
CAH
Cardinal Health, Inc.
|
Buy - Position Entry |
+2,028
|
|
Q1 2016
|
CHE
Chemed Corp
|
Sell - Position Exit |
-1,947
|
|
Q1 2016
|
CINF
Cincinnati Financial Corporatio
|
Buy - Position Entry |
+291
|
|
Q1 2016
|
CLX
Clorox Company (The)
|
Buy - Position Entry |
+358
|
|
Q1 2016
|
CNI
Canadian National Railway Compa
|
Sell |
-4,350
|
|
Q1 2016
|
COF
Capital One Financial Corporati
|
Sell |
-2,595
|
|
Q1 2016
|
COP
ConocoPhillips
|
Sell |
-10,527
|
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