Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 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 Q4 2016, the filing reported:
New Buys - American Electric Power Company, Amazon.com, Inc., Biogen Inc., Vanguard Total Bond Market ETF, Carnival Corporation, and 26 more
Increases - Apple Inc., AbbVie Inc., iShares MSCI ACWI ETF, Automatic Data Processing, Inc., AFLAC Incorporated, and 103 more
Reductions - Accenture plc, Adobe Inc., American International Group, I, Amgen Inc., American Express Company, and 55 more
Complete Exits - Cardinal Health, Inc., iShares MSCI Emerging Index Fun, iShares Core MSCI EAFE ETF, iShares 3-7 Year Treasury Bond , Johnson Controls International , 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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2016
|
AAPL
Apple Inc.
|
Buy |
+282
|
|
Q4 2016
|
ABBV
AbbVie Inc.
|
Buy |
+224
|
|
Q4 2016
|
ACN
Accenture plc
|
Sell |
-79
|
|
Q4 2016
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+20,259
|
|
Q4 2016
|
ADBE
Adobe Inc.
|
Sell |
-88
|
|
Q4 2016
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+638
|
|
Q4 2016
|
AEP
American Electric Power Company
|
Buy - Position Entry |
+6,269
|
|
Q4 2016
|
AFL
AFLAC Incorporated
|
Buy |
+3,333
|
|
Q4 2016
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+27,663
|
|
Q4 2016
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Buy |
+2,550
|
|
Q4 2016
|
AIG
American International Group, I
|
Sell |
-569
|
|
Q4 2016
|
ALK
Alaska Air Group, Inc.
|
Buy |
+3,068
|
|
Q4 2016
|
AMGN
Amgen Inc.
|
Sell |
-1,384
|
|
Q4 2016
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+284
|
|
Q4 2016
|
ARCC
Ares Capital Corporation
|
Buy |
+6,717
|
|
Q4 2016
|
ATI
ATI Inc.
|
Buy |
+92,397
|
|
Q4 2016
|
AXP
American Express Company
|
Sell |
-373
|
|
Q4 2016
|
BA
Boeing Company (The)
|
Buy |
+1,178
|
|
Q4 2016
|
BAC
Bank of America Corporation
|
Buy |
+615
|
|
Q4 2016
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Buy |
+22,837
|
|
Q4 2016
|
BDX
Becton, Dickinson and Company
|
Buy |
+351
|
|
Q4 2016
|
BIDU
Baidu, Inc.
|
Sell |
-52
|
|
Q4 2016
|
BIIB
Biogen Inc.
|
Buy - Position Entry |
+10,154
|
|
Q4 2016
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+251
|
|
Q4 2016
|
BND
Vanguard Total Bond Market ETF
|
Buy - Position Entry |
+14,832
|
|
Q4 2016
|
BP
BP p.l.c.
|
Buy |
+1,111
|
|
Q4 2016
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+51,715
|
|
Q4 2016
|
BSV
Vanguard Short-Term Bond ETF
|
Buy |
+36
|
|
Q4 2016
|
C
Citigroup, Inc.
|
Buy |
+136
|
|
Q4 2016
|
CAH
Cardinal Health, Inc.
|
Sell - Position Exit |
-28,709
|
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