Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2015)

As of Sep 30, 2015, 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 2015, the filing reported:

New Buys - Adobe Inc., FedEx Corporation, Henry Schein, Inc., Lancaster Colony Corporation, Lockheed Martin Corporation, and 4 more

Increases - Abbott Laboratories, Accenture plc, Automatic Data Processing, Inc., iShares Core U.S. Aggregate Bon, Alaska Air Group, Inc., and 59 more

Reductions - Apple Inc., Amazon.com, Inc., Boeing Company (The), Banco Bilbao Vizcaya Argentaria, Baidu, Inc., and 55 more

Complete Exits - AbbVie Inc., American International Group, I, Baxter International Inc., Becton, Dickinson and Company, Anheuser-Busch Inbev SA Sponsor, and 15 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 2015	AAPL Apple Inc.	Apple Inc.	Sell	-1,155	-2.5%	$4.88K	44,224
Q3 2015	ABBV AbbVie Inc.	AbbVie Inc.	Sell - Position Exit	-3,318	-100.0%	$0.00	-
Q3 2015	ABT Abbott Laboratories	Abbott Laboratories	Buy	+181	+1.8%	$402.00	9,993
Q3 2015	ACN Accenture plc	Accenture plc	Buy	+7,405	+25.3%	$3.60K	36,666
Q3 2015	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+2,582	-	$212.00	2,582
Q3 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+825	+22.9%	$355.00	4,422
Q3 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+461	+21.6%	$285.00	2,599
Q3 2015	AIG American International Group, I	American International Group, I	Sell - Position Exit	-3,517	-100.0%	$0.00	-
Q3 2015	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+4,651	+24.0%	$1.91K	24,007
Q3 2015	AMGN Amgen Inc.	Amgen Inc.	Buy	+63	+1.1%	$781.00	5,645
Q3 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-40	-4.9%	$398.00	777
Q3 2015	BA Boeing Company (The)	Boeing Company (The)	Sell	-307	-12.3%	$288.00	2,196
Q3 2015	BAX Baxter International Inc.	Baxter International Inc.	Sell - Position Exit	-3,579	-100.0%	$0.00	-
Q3 2015	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-1,825	-10.5%	$131.00	15,617
Q3 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell - Position Exit	-10,429	-100.0%	$0.00	-
Q3 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-98	-5.6%	$228.00	1,661
Q3 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-422	-8.3%	$274.00	4,633
Q3 2015	BP BP p.l.c.	BP p.l.c.	Buy	+1,096	+10.5%	$353.00	11,558
Q3 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-248	-5.2%	$584.00	4,480
Q3 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Sell - Position Exit	-1,749	-100.0%	$0.00	-
Q3 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-427	-9.4%	$204.00	4,107
Q3 2015	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+4,688	+34.7%	$1.40K	18,190
Q3 2015	CNI Canadian National Railway Compa	Canadian National Railway Compa	Sell	-290	-7.4%	$206.00	3,633
Q3 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell - Position Exit	-2,869	-100.0%	$0.00	-
Q3 2015	COP ConocoPhillips	ConocoPhillips	Sell	-506	-3.5%	$670.00	13,977
Q3 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+27,418	+23.8%	$3.74K	142,485
Q3 2015	CVS CVS Health Corporation	CVS Health Corporation	Sell	-518	-19.4%	$208.00	2,159
Q3 2015	CVX Chevron Corporation	Chevron Corporation	Sell	-6	-0.1%	$465.00	5,889
Q3 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+17	+0.7%	$385.00	2,367
Q3 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+376	+13.5%	$323.00	3,163

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