Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2014)
As of Jun 30, 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 Q2 2014, the filing reported:
New Buys - Becton, Dickinson and Company, Berkshire Hathaway Inc. New, Anheuser-Busch Inbev SA Sponsor, Citigroup, Inc., Canadian National Railway Compa, and 19 more
Increases - Apple Inc., AFLAC Incorporated, Amazon.com, Inc., Boeing Company (The), Banco Bilbao Vizcaya Argentaria, and 59 more
Reductions - iShares Core U.S. Aggregate Bon, Amgen Inc., CVS Health Corporation, Chevron Corporation, iShares Floating Rate Bond ETF, and 21 more
Complete Exits - Bank of America Corporation, Bristol-Myers Squibb Company, Cardinal Health, Inc., Enterprise Products Partners L., Energy Transfer LP, and 5 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 |
|---|---|---|---|
|
Q2 2014
|
AAPL
Apple Inc.
|
Buy |
+40,481
|
|
Q2 2014
|
AFL
AFLAC Incorporated
|
Buy |
+478
|
|
Q2 2014
|
AGG
iShares Core U.S. Aggregate Bon
|
Sell |
-685
|
|
Q2 2014
|
AMGN
Amgen Inc.
|
Sell |
-177
|
|
Q2 2014
|
AMZN
Amazon.com, Inc.
|
Buy |
+5
|
|
Q2 2014
|
BA
Boeing Company (The)
|
Buy |
+28
|
|
Q2 2014
|
BAC
Bank of America Corporation
|
Sell - Position Exit |
-12,760
|
|
Q2 2014
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Buy |
+3,640
|
|
Q2 2014
|
BDX
Becton, Dickinson and Company
|
Buy - Position Entry |
+15,833
|
|
Q2 2014
|
BECN
Beacon Roofing Supply, Inc.
|
Buy |
+315
|
|
Q2 2014
|
BMY
Bristol-Myers Squibb Company
|
Sell - Position Exit |
-4,069
|
|
Q2 2014
|
BP
BP p.l.c.
|
Buy |
+17,748
|
|
Q2 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy - Position Entry |
+4,619
|
|
Q2 2014
|
BUD
Anheuser-Busch Inbev SA Sponsor
|
Buy - Position Entry |
+2,185
|
|
Q2 2014
|
C
Citigroup, Inc.
|
Buy - Position Entry |
+5,471
|
|
Q2 2014
|
CAH
Cardinal Health, Inc.
|
Sell - Position Exit |
-19,063
|
|
Q2 2014
|
CHE
Chemed Corp
|
Buy |
+130
|
|
Q2 2014
|
CNI
Canadian National Railway Compa
|
Buy - Position Entry |
+4,253
|
|
Q2 2014
|
COF
Capital One Financial Corporati
|
Buy - Position Entry |
+2,547
|
|
Q2 2014
|
COP
ConocoPhillips
|
Buy |
+434
|
|
Q2 2014
|
CSCO
Cisco Systems, Inc.
|
Buy |
+41,515
|
|
Q2 2014
|
CSGP
CoStar Group, Inc.
|
Buy |
+70
|
|
Q2 2014
|
CVS
CVS Health Corporation
|
Sell |
-307
|
|
Q2 2014
|
CVX
Chevron Corporation
|
Sell |
-310
|
|
Q2 2014
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+9
|
|
Q2 2014
|
DIS
Walt Disney Company (The)
|
Buy |
+47
|
|
Q2 2014
|
DJP
iPath Bloomberg Commodity Index
|
Buy - Position Entry |
+174,950
|
|
Q2 2014
|
ECL
Ecolab Inc.
|
Buy |
+260
|
|
Q2 2014
|
EFA
iShares MSCI EAFE ETF
|
Buy |
+204
|
|
Q2 2014
|
EPD
Enterprise Products Partners L.
|
Sell - Position Exit |
-27,642
|
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