Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2016)

As of Sep 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 Q3 2016, the filing reported:

New Buys - iShares MSCI ACWI ETF, WisdomTree Yield Enhanced U.S. , ATI Inc., Vanguard Short-Term Bond ETF, Citigroup, Inc., and 23 more

Increases - AbbVie Inc., Automatic Data Processing, Inc., AFLAC Incorporated, iShares Core U.S. Aggregate Bon, American International Group, I, and 48 more

Reductions - Apple Inc., Accenture plc, Amgen Inc., Ares Capital Corporation, American Express Company, and 97 more

Complete Exits - Amazon.com, Inc., Comcast Corporation, Eaton, Fastenal Company, Fidelity Total Bond ETF, and 21 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 2016	AAPL Apple Inc.	Apple Inc.	Sell	-2,687	-1.4%	$21.41K	189,381
Q3 2016	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+127	+3.9%	$214.00	3,394
Q3 2016	ACN Accenture plc	Accenture plc	Sell	-585	-13.7%	$451.00	3,694
Q3 2016	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy - Position Entry	+17,244	-	$1.02K	17,244
Q3 2016	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+64	+1.7%	$336.00	3,811
Q3 2016	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+1,406	+3.4%	$3.05K	42,464
Q3 2016	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+289,981	+2994.1%	$33.69K	299,666
Q3 2016	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy - Position Entry	+36,464	-	$1.90K	36,464
Q3 2016	AIG American International Group, I	American International Group, I	Buy	+13	+0.3%	$245.00	4,121
Q3 2016	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+1,294	+3.8%	$2.32K	35,213
Q3 2016	AMGN Amgen Inc.	Amgen Inc.	Sell	-730	-8.9%	$1.25K	7,474
Q3 2016	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-784	-100.0%	$0.00	-
Q3 2016	ARCC Ares Capital Corporation	Ares Capital Corporation	Sell	-861	-5.0%	$256.00	16,518
Q3 2016	ATI ATI Inc.	ATI Inc.	Buy - Position Entry	+72,926	-	$1.32K	72,926
Q3 2016	AXP American Express Company	American Express Company	Sell	-610	-7.6%	$477.00	7,447
Q3 2016	BA Boeing Company (The)	Boeing Company (The)	Sell	-14	-0.7%	$265.00	2,008
Q3 2016	BAC Bank of America Corporation	Bank of America Corporation	Buy	+2,267	+7.2%	$527.00	33,651
Q3 2016	BANR Banner Corporation	Banner Corporation	Sell	-2,703	-27.5%	$312.00	7,142
Q3 2016	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+206	+1.4%	$90.00	15,155
Q3 2016	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+132	+10.0%	$260.00	1,446
Q3 2016	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-136	-6.1%	$384.00	2,108
Q3 2016	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-1,085	-15.3%	$323.00	5,998
Q3 2016	BP BP p.l.c.	BP p.l.c.	Sell	-3,782	-36.9%	$227.00	6,455
Q3 2016	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-295	-4.1%	$990.00	6,850
Q3 2016	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Buy - Position Entry	+12,128	-	$980.00	12,128
Q3 2016	C Citigroup, Inc.	Citigroup, Inc.	Buy - Position Entry	+4,562	-	$215.00	4,562
Q3 2016	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Buy	+593	+2.1%	$2.23K	28,709
Q3 2016	CINF Cincinnati Financial Corporatio	Cincinnati Financial Corporatio	Sell	-9	-0.2%	$341.00	4,523
Q3 2016	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-3,493	-100.0%	$0.00	-
Q3 2016	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy - Position Entry	+3,404	-	$223.00	3,404

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