Sequoia Financial Advisors 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 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 Q4 2017, the filing reported:
New Buys - Analog Devices, Inc., American Eagle Outfitters, Inc., Allstate Corporation (The), Caterpillar, Inc., C.H. Robinson Worldwide, Inc., and 25 more
Increases - Apple Inc., AbbVie Inc., Abbott Laboratories, iShares MSCI ACWI ETF, Adobe Inc., and 121 more
Reductions - Accenture plc, Align Technology, Inc., Banco Bilbao Vizcaya Argentaria, Berkshire Hathaway Inc. New, Vanguard Short-Term Bond ETF, and 70 more
Complete Exits - Alaska Air Group, Inc., Anheuser-Busch Inbev SA Sponsor, iShares Floating Rate Bond ETF, iShares Morningstar Mid-Cap Gro, Gartner, Inc., and 7 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 2017
|
AAPL
Apple Inc.
|
Buy |
+7,571
|
|
Q4 2017
|
ABBV
AbbVie Inc.
|
Buy |
+61
|
|
Q4 2017
|
ABT
Abbott Laboratories
|
Buy |
+998
|
|
Q4 2017
|
ACN
Accenture plc
|
Sell |
-186
|
|
Q4 2017
|
ACWI
iShares MSCI ACWI ETF
|
Buy |
+4,859
|
|
Q4 2017
|
ADBE
Adobe Inc.
|
Buy |
+71
|
|
Q4 2017
|
ADI
Analog Devices, Inc.
|
Buy - Position Entry |
+2,789
|
|
Q4 2017
|
ADP
Automatic Data Processing, Inc.
|
Buy |
+17
|
|
Q4 2017
|
AEO
American Eagle Outfitters, Inc.
|
Buy - Position Entry |
+10,065
|
|
Q4 2017
|
AEP
American Electric Power Company
|
Buy |
+955
|
|
Q4 2017
|
AFL
AFLAC Incorporated
|
Buy |
+1,505
|
|
Q4 2017
|
AGG
iShares Core U.S. Aggregate Bon
|
Buy |
+20,255
|
|
Q4 2017
|
AGGY
WisdomTree Yield Enhanced U.S.
|
Buy |
+1,997
|
|
Q4 2017
|
AIG
American International Group, I
|
Buy |
+763
|
|
Q4 2017
|
ALGN
Align Technology, Inc.
|
Sell |
-235
|
|
Q4 2017
|
ALK
Alaska Air Group, Inc.
|
Sell - Position Exit |
-49,567
|
|
Q4 2017
|
ALL
Allstate Corporation (The)
|
Buy - Position Entry |
+2,180
|
|
Q4 2017
|
AMGN
Amgen Inc.
|
Buy |
+419
|
|
Q4 2017
|
AMZN
Amazon.com, Inc.
|
Buy |
+111
|
|
Q4 2017
|
AXP
American Express Company
|
Buy |
+1,370
|
|
Q4 2017
|
BA
Boeing Company (The)
|
Buy |
+795
|
|
Q4 2017
|
BABA
Alibaba Group Holding Limited
|
Buy |
+12,423
|
|
Q4 2017
|
BAC
Bank of America Corporation
|
Buy |
+1,331
|
|
Q4 2017
|
BBVA
Banco Bilbao Vizcaya Argentaria
|
Sell |
-643
|
|
Q4 2017
|
BDX
Becton, Dickinson and Company
|
Buy |
+180
|
|
Q4 2017
|
BIDU
Baidu, Inc.
|
Buy |
+13
|
|
Q4 2017
|
BIIB
Biogen Inc.
|
Buy |
+614
|
|
Q4 2017
|
BMY
Bristol-Myers Squibb Company
|
Buy |
+1,268
|
|
Q4 2017
|
BND
Vanguard Total Bond Market ETF
|
Buy |
+1,819
|
|
Q4 2017
|
BP
BP p.l.c.
|
Buy |
+630
|
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