Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2016)

As of Jun 30, 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 Q2 2016, the filing reported:

New Buys - Agnico Eagle Mines Limited, Ares Capital Corporation, American Express Company, Becton, Dickinson and Company, Comcast Corporation, and 36 more

Increases - Apple Inc., AbbVie Inc., Accenture plc, Adobe Inc., Automatic Data Processing, Inc., and 149 more

Reductions - Alphabet Inc.

Complete Exits - Abbott Laboratories, Canadian National Railway Compa, Capital One Financial Corporati, WisdomTree Japan Hedged Equity , WisdomTree India Earnings Fund, and 7 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
Q2 2016	AAPL Apple Inc.	Apple Inc.	Buy	+171,566	+836.8%	$18.36K	192,068
Q2 2016	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+3,065	+1517.3%	$202.00	3,267
Q2 2016	ABT Abbott Laboratories	Abbott Laboratories	Sell - Position Exit	-245	-100.0%	$0.00	-
Q2 2016	ACN Accenture plc	Accenture plc	Buy	+3,712	+654.7%	$485.00	4,279
Q2 2016	ADBE Adobe Inc.	Adobe Inc.	Buy	+2,035	+964.5%	$215.00	2,246
Q2 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+3,413	+1021.9%	$344.00	3,747
Q2 2016	AEM Agnico Eagle Mines Limited	Agnico Eagle Mines Limited	Buy - Position Entry	+10,420	-	$557.00	10,420
Q2 2016	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+38,691	+1634.6%	$2.96K	41,058
Q2 2016	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+9,291	+2358.1%	$1.09K	9,685
Q2 2016	AIG American International Group, I	American International Group, I	Buy	+3,887	+1758.8%	$217.00	4,108
Q2 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+31,397	+1244.9%	$1.98K	33,919
Q2 2016	AMGN Amgen Inc.	Amgen Inc.	Buy	+7,321	+829.1%	$1.25K	8,204
Q2 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+327	+71.6%	$561.00	784
Q2 2016	ARCC Ares Capital Corporation	Ares Capital Corporation	Buy - Position Entry	+17,379	-	$247.00	17,379
Q2 2016	AXP American Express Company	American Express Company	Buy - Position Entry	+8,057	-	$490.00	8,057
Q2 2016	BA Boeing Company (The)	Boeing Company (The)	Buy	+1,768	+696.1%	$263.00	2,022
Q2 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy	+30,961	+7319.4%	$416.00	31,384
Q2 2016	BANR Banner Corporation	Banner Corporation	Buy	+9,431	+2278.0%	$419.00	9,845
Q2 2016	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+14,854	+15635.8%	$86.00	14,949
Q2 2016	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy - Position Entry	+1,314	-	$223.00	1,314
Q2 2016	BIDU Baidu, Inc.	Baidu, Inc.	Buy	+1,922	+596.9%	$371.00	2,244
Q2 2016	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+6,645	+1517.1%	$521.00	7,083
Q2 2016	BP BP p.l.c.	BP p.l.c.	Buy	+9,901	+2946.7%	$364.00	10,237
Q2 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+6,479	+972.8%	$1.03K	7,145
Q2 2016	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+26,088	+1286.4%	$2.19K	28,116
Q2 2016	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Buy	+4,241	+1457.4%	$339.00	4,532
Q2 2016	CLX Clorox Company (The)	Clorox Company (The)	Buy	+2,483	+693.6%	$393.00	2,841
Q2 2016	CMCSA Comcast Corporation	Comcast Corporation	Buy - Position Entry	+3,493	-	$228.00	3,493
Q2 2016	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell - Position Exit	-204	-100.0%	$0.00	-
Q2 2016	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell - Position Exit	-226	-100.0%	$0.00	-

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