Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, 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 2017, the filing reported:

New Buys - Vanguard Short-Term Bond ETF, Dollar Tree, Inc., iShares Floating Rate Bond ETF, Hanesbrands Inc., iShares U.S. Aerospace & Defens, and 12 more

Increases - Apple Inc., AbbVie Inc., Abbott Laboratories, iShares MSCI ACWI ETF, Automatic Data Processing, Inc., and 117 more

Reductions - Accenture plc, Adobe Inc., WisdomTree Yield Enhanced U.S. , Align Technology, Inc., Amgen Inc., and 65 more

Complete Exits - Advanced Micro Devices, Inc., Darden Restaurants, Inc., Expedia Group, Inc., First Trust DJ Internet Index F, General Mills, Inc., and 11 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 2017	AAPL Apple Inc.	Apple Inc.	Buy	+2,186	+1.1%	$30.50K	197,893
Q3 2017	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+33	+0.7%	$437.00	4,922
Q3 2017	ABT Abbott Laboratories	Abbott Laboratories	Buy	+46	+0.8%	$294.00	5,517
Q3 2017	ACN Accenture plc	Accenture plc	Sell	-82	-2.4%	$456.00	3,379
Q3 2017	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Buy	+1,958	+5.6%	$2.56K	37,173
Q3 2017	ADBE Adobe Inc.	Adobe Inc.	Sell	-99	-3.7%	$387.00	2,595
Q3 2017	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy	+61	+1.4%	$498.00	4,557
Q3 2017	AEP American Electric Power Company	American Electric Power Company	Buy	+37	+0.6%	$444.00	6,323
Q3 2017	AFL AFLAC Incorporated	AFLAC Incorporated	Buy	+2,290	+4.2%	$4.65K	57,173
Q3 2017	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+16,890	+7.8%	$25.71K	234,613
Q3 2017	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Sell	-1,104	-3.1%	$1.78K	35,070
Q3 2017	AIG American International Group, I	American International Group, I	Buy	+36	+1.0%	$217.00	3,531
Q3 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-292	-16.6%	$273.00	1,468
Q3 2017	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+2,519	+5.4%	$3.78K	49,567
Q3 2017	AMD Advanced Micro Devices, Inc.	Advanced Micro Devices, Inc.	Sell - Position Exit	-22,200	-100.0%	$0.00	-
Q3 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-243	-5.3%	$814.00	4,366
Q3 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+73	+15.5%	$522.00	543
Q3 2017	AXP American Express Company	American Express Company	Buy	+259	+7.5%	$334.00	3,695
Q3 2017	BA Boeing Company (The)	Boeing Company (The)	Buy	+195	+5.3%	$982.00	3,863
Q3 2017	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+81	+4.5%	$323.00	1,868
Q3 2017	BAC Bank of America Corporation	Bank of America Corporation	Buy	+7,166	+21.8%	$1.01K	39,970
Q3 2017	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-44	-0.1%	$334.00	37,440
Q3 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-73	-4.7%	$290.00	1,478
Q3 2017	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-272	-13.3%	$438.00	1,767
Q3 2017	BIIB Biogen Inc.	Biogen Inc.	Buy	+738	+5.9%	$4.16K	13,282
Q3 2017	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-780	-10.5%	$424.00	6,653
Q3 2017	BND Vanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	Buy	+165	+1.3%	$1.03K	12,521
Q3 2017	BP BP p.l.c.	BP p.l.c.	Buy	+230	+0.7%	$1.19K	30,933
Q3 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+1,083	+1.8%	$11.28K	61,528
Q3 2017	BSV Vanguard Short-Term Bond ETF	Vanguard Short-Term Bond ETF	Buy - Position Entry	+5,971	-	$477.00	5,971

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