Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2015)

As of Dec 31, 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 Q4 2015, the filing reported:

New Buys - Becton, Dickinson and Company, Anheuser-Busch Inbev SA Sponsor, Chemed Corp, Capital One Financial Corporati, CoStar Group, Inc., and 22 more

Increases - iShares Core U.S. Aggregate Bon, Amgen Inc., Amazon.com, Inc., Boeing Company (The), Banco Bilbao Vizcaya Argentaria, and 34 more

Reductions - Apple Inc., Accenture plc, BP p.l.c., ConocoPhillips, Cisco Systems, Inc., and 54 more

Complete Exits - Abbott Laboratories, Adobe Inc., Automatic Data Processing, Inc., Alaska Air Group, Inc., Baidu, Inc., and 35 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 2015	AAPL Apple Inc.	Apple Inc.	Sell	-1,352	-3.1%	$4.73K	42,872
Q4 2015	ABT Abbott Laboratories	Abbott Laboratories	Sell - Position Exit	-9,993	-100.0%	$0.00	-
Q4 2015	ACN Accenture plc	Accenture plc	Sell	-23,641	-64.5%	$1.16K	13,025
Q4 2015	ADBE Adobe Inc.	Adobe Inc.	Sell - Position Exit	-2,582	-100.0%	$0.00	-
Q4 2015	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Sell - Position Exit	-4,422	-100.0%	$0.00	-
Q4 2015	AGG iShares Core U.S. Aggregate Bon	iShares Core U.S. Aggregate Bon	Buy	+523	+20.1%	$344.00	3,122
Q4 2015	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell - Position Exit	-24,007	-100.0%	$0.00	-
Q4 2015	AMGN Amgen Inc.	Amgen Inc.	Buy	+16	+0.3%	$902.00	5,661
Q4 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+344	+44.3%	$348.00	1,121
Q4 2015	BA Boeing Company (The)	Boeing Company (The)	Buy	+143	+6.5%	$304.00	2,339
Q4 2015	BBVA Banco Bilbao Vizcaya Argentaria	Banco Bilbao Vizcaya Argentaria	Buy	+4,324	+27.7%	$187.00	19,941
Q4 2015	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy - Position Entry	+17,849	-	$2.48K	17,849
Q4 2015	BIDU Baidu, Inc.	Baidu, Inc.	Sell - Position Exit	-1,661	-100.0%	$0.00	-
Q4 2015	BMY Bristol-Myers Squibb Company	Bristol-Myers Squibb Company	Buy	+358	+7.7%	$295.00	4,991
Q4 2015	BP BP p.l.c.	BP p.l.c.	Sell	-1,387	-12.0%	$388.00	10,171
Q4 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+111	+2.5%	$689.00	4,591
Q4 2015	BUD Anheuser-Busch Inbev SA Sponsor	Anheuser-Busch Inbev SA Sponsor	Buy - Position Entry	+2,466	-	$277.00	2,466
Q4 2015	C Citigroup, Inc.	Citigroup, Inc.	Buy	+1,415	+34.5%	$299.00	5,522
Q4 2015	CAH Cardinal Health, Inc.	Cardinal Health, Inc.	Sell - Position Exit	-18,190	-100.0%	$0.00	-
Q4 2015	CHE Chemed Corp	Chemed Corp	Buy - Position Entry	+1,947	-	$206.00	1,947
Q4 2015	CLX Clorox Company (The)	Clorox Company (The)	Sell - Position Exit	-2,841	-100.0%	$0.00	-
Q4 2015	CNI Canadian National Railway Compa	Canadian National Railway Compa	Buy	+921	+25.4%	$314.00	4,554
Q4 2015	COF Capital One Financial Corporati	Capital One Financial Corporati	Buy - Position Entry	+2,821	-	$233.00	2,821
Q4 2015	COP ConocoPhillips	ConocoPhillips	Sell	-2,897	-20.7%	$765.00	11,080
Q4 2015	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-74,394	-52.2%	$1.89K	68,091
Q4 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy - Position Entry	+1,102	-	$202.00	1,102
Q4 2015	CVS CVS Health Corporation	CVS Health Corporation	Buy	+597	+27.7%	$265.00	2,756
Q4 2015	CVX Chevron Corporation	Chevron Corporation	Sell	-2,839	-48.2%	$342.00	3,050
Q4 2015	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-370	-15.6%	$355.00	1,997
Q4 2015	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-712	-22.5%	$231.00	2,451

Page 1 of 6