Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2014)

As of Sep 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 Q3 2014, the filing reported:

New Buys - Bristol-Myers Squibb Company, eBay Inc., Enterprise Products Partners L., Energy Transfer LP, First Financial Bancorp., and 10 more

Increases - Becton, Dickinson and Company, BP p.l.c., Citigroup, Inc., Capital One Financial Corporati, Cisco Systems, Inc., and 44 more

Reductions - Apple Inc., iShares Core U.S. Aggregate Bon, Amgen Inc., Boeing Company (The), Banco Bilbao Vizcaya Argentaria, and 37 more

Complete Exits - AFLAC Incorporated, Beacon Roofing Supply, Inc., Berkshire Hathaway Inc. New, Anheuser-Busch Inbev SA Sponsor, CoStar Group, Inc., and 16 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
Q3 2014	AAPL Apple Inc.	Apple Inc.	Sell	-1,610	-3.4%	$4.55K	45,149
Q3 2014	AFL AFLAC Incorporated	AFLAC Incorporated	Sell - Position Exit	-14,003	-100.0%	$0.00	-
Q3 2014	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-26	-0.7%	$410.00	3,757
Q3 2014	AMGN Amgen Inc.	Amgen Inc.	Sell	-180	-2.9%	$856.00	6,096
Q3 2014	BA Boeing Company (The)	Boeing Company (The)	Sell	-37	-2.0%	$234.00	1,837
Q3 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-277	-1.5%	$216.00	17,996
Q3 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+560	+3.5%	$1.87K	16,393
Q3 2014	BECN Beacon Roofing Supply, Inc.	Beacon Roofing Supply, Inc.	Sell - Position Exit	-6,878	-100.0%	$0.00	-
Q3 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy - Position Entry	+5,142	-	$263.00	5,142
Q3 2014	BP BP p.l.c.	BP p.l.c.	Buy	+4,767	+18.9%	$1.32K	29,952
Q3 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-4,619	-100.0%	$0.00	-
Q3 2014	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell - Position Exit	-2,185	-100.0%	$0.00	-
Q3 2014	C Citigroup, Inc.	Citigroup, Inc.	Buy	+92	+1.7%	$288.00	5,563
Q3 2014	CHE Chemed Corp	Chemed Corp	Sell	-830	-29.9%	$200.00	1,947
Q3 2014	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-63	-1.5%	$297.00	4,190
Q3 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+132	+5.2%	$219.00	2,679
Q3 2014	COP ConocoPhillips	ConocoPhillips	Sell	-61	-0.6%	$811.00	10,596
Q3 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+2,353	+2.3%	$2.59K	102,830
Q3 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell - Position Exit	-1,567	-100.0%	$0.00	-
Q3 2014	CVS CVS Health Corporation	CVS Health Corporation	Buy	+8	+0.3%	$226.00	2,835
Q3 2014	CVX Chevron Corporation	Chevron Corporation	Buy	+240	+8.5%	$365.00	3,057
Q3 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+200	+10.3%	$365.00	2,146
Q3 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-226	-7.0%	$265.00	2,980
Q3 2014	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+47,873	+27.4%	$7.66K	222,823
Q3 2014	DWM WisdomTree International Equity	WisdomTree International Equity	Sell - Position Exit	-3,748	-100.0%	$0.00	-
Q3 2014	EBAY eBay Inc.	eBay Inc.	Buy - Position Entry	+3,805	-	$215.00	3,805
Q3 2014	ECL Ecolab Inc.	Ecolab Inc.	Sell	-1,438	-39.8%	$249.00	2,172
Q3 2014	EFA iShares MSCI EAFE ETF	iShares MSCI EAFE ETF	Buy	+454	+6.0%	$518.00	8,079
Q3 2014	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Buy - Position Entry	+43,113	-	$1.74K	43,113
Q3 2014	ET Energy Transfer LP	Energy Transfer LP	Buy - Position Entry	+12,084	-	$745.00	12,084

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