Sequoia Financial Advisors 13F Activity & Position Changes (Q1 2017)

As of Mar 31, 2017, 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 2017, the filing reported:

New Buys - Abbott Laboratories, Advanced Micro Devices, Inc., Anheuser-Busch Inbev SA Sponsor, Chubb Limited, Check Point, and 17 more

Increases - Apple Inc., AbbVie Inc., Automatic Data Processing, Inc., AFLAC Incorporated, WisdomTree Yield Enhanced U.S. , and 83 more

Reductions - Accenture plc, iShares MSCI ACWI ETF, iShares Core U.S. Aggregate Bon, American International Group, I, Amgen Inc., and 83 more

Complete Exits - Ares Capital Corporation, ATI Inc., Vanguard Short-Term Bond ETF, iShares MSCI EAFE Min Vol Facto, iShares Frontier and Select EM , and 8 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 2017	AAPL Apple Inc.	Apple Inc.	Buy	+3,446	+1.8%	$27.74K	193,109
Q1 2017	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+759	+21.0%	$285.00	4,377
Q1 2017	ABT Abbott Laboratories	Abbott Laboratories	Buy - Position Entry	+5,201	-	$231.00	5,201
Q1 2017	ACN Accenture plc	Accenture plc	Sell	-59	-1.6%	$426.00	3,556
Q1 2017	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-2,276	-6.1%	$2.23K	35,227
Q1 2017	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+47	+1.1%	$460.00	4,496
Q1 2017	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+4,611	+10.1%	$3.65K	50,408
Q1 2017	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-37,987	-11.6%	$31.39K	289,342
Q1 2017	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+18,634	+47.8%	$2.87K	57,648
Q1 2017	AIG American International Group, I	American International Group, I	Sell	-201	-5.7%	$209.00	3,351
Q1 2017	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+5,042	+13.2%	$4.00K	43,323
Q1 2017	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Buy - Position Entry	+20,900	-	$304.00	20,900
Q1 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-445	-7.3%	$926.00	5,645
Q1 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+8	+2.8%	$259.00	292
Q1 2017	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell - Position Exit	-23,235	-100.0%	$0.00	-
Q1 2017	ATI ATI Inc.	ATI Inc.	Sell - Position Exit	-165,323	-100.0%	$0.00	-
Q1 2017	AXP American Express Company	American Express Company	Sell	-3,537	-50.0%	$280.00	3,537
Q1 2017	BA Boeing Company (The)	Boeing Company (The)	Buy	+268	+8.4%	$611.00	3,454
Q1 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-112	-0.3%	$806.00	34,154
Q1 2017	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-367	-1.0%	$286.00	37,625
Q1 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-246	-13.7%	$284.00	1,551
Q1 2017	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-17	-0.8%	$352.00	2,039
Q1 2017	BIIB Biogen Inc.	Biogen Inc.	Buy	+1,157	+11.4%	$3.09K	11,311
Q1 2017	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+826	+13.2%	$385.00	7,075
Q1 2017	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Sell	-1,424	-9.6%	$1.09K	13,408
Q1 2017	BP BP p.l.c.	BP p.l.c.	Buy	+20,522	+271.2%	$970.00	28,088
Q1 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+2,228	+3.8%	$10.13K	60,793
Q1 2017	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Sell - Position Exit	-12,164	-100.0%	$0.00	-
Q1 2017	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+3,317	-	$364.00	3,317
Q1 2017	C Citigroup, Inc.	Citigroup, Inc.	Buy	+57,429	+1222.4%	$3.72K	62,127

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