Sequoia Financial Advisors 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 2018, the filing reported:

New Buys - Ambev S.A., Allstate Corporation (The), Air Products and Chemicals, Inc, ATI Inc., CBRE Group Inc, and 20 more

Increases - Analog Devices, Inc., American Eagle Outfitters, Inc., iShares Core U.S. Aggregate Bon, WisdomTree Yield Enhanced U.S. , Applied Materials, Inc., and 76 more

Reductions - Apple Inc., AbbVie Inc., Abbott Laboratories, Accenture plc, iShares MSCI ACWI ETF, and 127 more

Complete Exits - ARK Innovation ETF, Invesco DB Commodity Index Trac, Dollar Tree, Inc., Exelon Corporation, iShares Core MSCI EAFE ETF, and 5 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 2018	AAPL Apple Inc.	Apple Inc.	Sell	-296	-0.3%	$21.34K	94,550
Q3 2018	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-307	-4.1%	$679.00	7,178
Q3 2018	ABEV Ambev S.A.	Ambev S.A.	Buy - Position Entry	+24,313	-	$111.00	24,313
Q3 2018	ABT Abbott Laboratories	Abbott Laboratories	Sell	-695	-8.7%	$537.00	7,321
Q3 2018	ACN Accenture plc	Accenture plc	Sell	-82	-1.9%	$704.00	4,139
Q3 2018	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-196	-0.5%	$2.87K	38,664
Q3 2018	ADBE Adobe Inc.	Adobe Inc.	Sell	-724	-29.9%	$457.00	1,694
Q3 2018	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy	+31	+1.4%	$205.00	2,215
Q3 2018	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell	-259	-5.8%	$632.00	4,197
Q3 2018	AEO American Eagle Outfitters, Inc.	American Eagle Outfitters, Inc.	Buy	+55	+0.5%	$254.00	10,219
Q3 2018	AEP American Electric Power Company	American Electric Power Company	Sell	-520	-7.2%	$473.00	6,669
Q3 2018	AFL AFLAC Incorporated	AFLAC Incorporated	Sell	-111	-0.1%	$5.61K	119,152
Q3 2018	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+7,632	+3.3%	$24.91K	236,085
Q3 2018	AGGY WisdomTree Yield Enhanced U.S.	WisdomTree Yield Enhanced U.S.	Buy	+21,892	+35.0%	$4.09K	84,487
Q3 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-214	-22.3%	$291.00	744
Q3 2018	ALL Allstate Corporation (The)	Allstate Corporation (The)	Buy - Position Entry	+2,374	-	$234.00	2,374
Q3 2018	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+1,206	+20.3%	$276.00	7,149
Q3 2018	AMGN Amgen Inc.	Amgen Inc.	Sell	-269	-4.5%	$1.18K	5,695
Q3 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+181	+15.1%	$2.77K	1,382
Q3 2018	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy - Position Entry	+1,262	-	$211.00	1,262
Q3 2018	ARKK ARK Innovation ETF	ARK Innovation ETF	Sell - Position Exit	-7,015	-100.0%	$0.00	-
Q3 2018	ATI ATI Inc.	ATI Inc.	Buy - Position Entry	+88,838	-	$2.62K	88,838
Q3 2018	AXP American Express Company	American Express Company	Buy	+333	+1.3%	$2.85K	26,714
Q3 2018	BA Boeing Company (The)	Boeing Company (The)	Sell	-201	-4.2%	$1.71K	4,609
Q3 2018	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+695	+2.4%	$4.85K	29,443
Q3 2018	BAC Bank of America Corporation	Bank of America Corporation	Sell	-6,360	-14.9%	$1.07K	36,396
Q3 2018	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Sell	-4,072	-11.1%	$206.00	32,756
Q3 2018	BIDU Baidu, Inc.	Baidu, Inc.	Sell	-26	-1.5%	$402.00	1,756
Q3 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-8	-4.3%	$351.00	177
Q3 2018	BLK BlackRock, Inc.	BlackRock, Inc.	Buy	+57	+0.8%	$3.59K	7,616

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