Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2014)

As of Dec 31, 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 Q4 2014, the filing reported:

New Buys - Accenture plc, Berkshire Hathaway Inc. New, Anheuser-Busch Inbev SA Sponsor, CoStar Group, Inc., Eaton, and 13 more

Increases - Amazon.com, Inc., Boeing Company (The), Banco Bilbao Vizcaya Argentaria, Becton, Dickinson and Company, Canadian National Railway Compa, and 39 more

Reductions - Apple Inc., iShares Core U.S. Aggregate Bon, Amgen Inc., Bristol-Myers Squibb Company, BP p.l.c., and 47 more

Complete Exits - F5, Inc., Genesis Energy, L.P., Harley-Davidson, Inc., MPLX LP, Occidental Petroleum Corporatio, and 6 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
Q4 2014	AAPL Apple Inc.	Apple Inc.	Sell	-2,179	-4.8%	$4.74K	42,970
Q4 2014	ACN Accenture plc	Accenture plc	Buy - Position Entry	+13,025	-	$1.16K	13,025
Q4 2014	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Sell	-635	-16.9%	$344.00	3,122
Q4 2014	AMGN Amgen Inc.	Amgen Inc.	Sell	-435	-7.1%	$902.00	5,661
Q4 2014	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+247	+28.3%	$348.00	1,121
Q4 2014	BA Boeing Company (The)	Boeing Company (The)	Buy	+502	+27.3%	$304.00	2,339
Q4 2014	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+1,945	+10.8%	$187.00	19,941
Q4 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+1,456	+8.9%	$2.48K	17,849
Q4 2014	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Sell	-151	-2.9%	$295.00	4,991
Q4 2014	BP BP p.l.c.	BP p.l.c.	Sell	-19,781	-66.0%	$388.00	10,171
Q4 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+4,591	-	$689.00	4,591
Q4 2014	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+2,466	-	$277.00	2,466
Q4 2014	C Citigroup, Inc.	Citigroup, Inc.	Sell	-41	-0.7%	$299.00	5,522
Q4 2014	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+364	+8.7%	$314.00	4,554
Q4 2014	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy	+142	+5.3%	$233.00	2,821
Q4 2014	COP ConocoPhillips	ConocoPhillips	Buy	+484	+4.6%	$765.00	11,080
Q4 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-34,739	-33.8%	$1.89K	68,091
Q4 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+1,102	-	$202.00	1,102
Q4 2014	CVS CVS Health Corporation	CVS Health Corporation	Sell	-79	-2.8%	$265.00	2,756
Q4 2014	CVX Chevron Corporation	Chevron Corporation	Sell	-7	-0.2%	$342.00	3,050
Q4 2014	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-149	-6.9%	$355.00	1,997
Q4 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-529	-17.8%	$231.00	2,451
Q4 2014	DJP iPath Bloomberg Commodity Index	iPath Bloomberg Commodity Index	Buy	+33,124	+14.9%	$7.66K	255,947
Q4 2014	EBAY eBay Inc.	eBay Inc.	Buy	+1,080	+28.4%	$274.00	4,885
Q4 2014	ECL Ecolab Inc.	Ecolab Inc.	Sell	-30	-1.4%	$224.00	2,142
Q4 2014	EPD Enterprise Products Partners L.	Enterprise Products Partners L.	Sell	-11,372	-26.4%	$1.15K	31,741
Q4 2014	ET Energy Transfer LP	Energy Transfer LP	Sell	-6,807	-56.3%	$303.00	5,277
Q4 2014	ETN Eaton	Eaton	Buy - Position Entry	+26,254	-	$1.78K	26,254
Q4 2014	F Ford Motor Company	Ford Motor Company	Buy	+827	+3.8%	$346.00	22,354
Q4 2014	FE FirstEnergy Corp.	FirstEnergy Corp.	Buy - Position Entry	+5,711	-	$223.00	5,711

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