Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $18.2 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
7,671
$15.34 - $42.2 $118K - $324K
Applied Dna Sciences Inc
Q4 2019 Filed on Feb 13, 2020
10,000
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2019 Filed on Feb 13, 2020
12,356
$38.33 - $43.57 $474K - $538K
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
9,804
N/A
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
52,011
N/A
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q4 2019 Filed on Feb 13, 2020
10,315
$12.46 - $13.0 $129K - $134K
BOX
Box Inc

Technology
Q4 2019 Filed on Feb 13, 2020
10,440
$15.59 - $18.62 $163K - $194K
Alder Biopharmaceuticals Inc
Q4 2019 Filed on Feb 13, 2020
20,000
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
3,081
N/A
Biotime Inc
Q3 2019 Filed on Oct 22, 2019
68,721
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2019 Filed on Oct 22, 2019
13,115
N/A
Total Sys Svcs Inc
Q3 2019 Filed on Oct 22, 2019
8,999
N/A
Nanoviricides Inc
Q3 2019 Filed on Oct 22, 2019
25,055
N/A
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 22, 2019
8,699
$41.75 - $48.73 $363K - $424K
Novus Therapeutics Inc
Q3 2019 Filed on Oct 22, 2019
22,500
N/A
Evine Live Inc
Q3 2019 Filed on Oct 22, 2019
17,025
N/A
Myomo Inc
Q2 2019 Filed on Jul 31, 2019
180,031
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 31, 2019
42,925
N/A
Digirad Corp
Q2 2019 Filed on Jul 31, 2019
10,442
N/A
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 31, 2019
11,685
$21.23 - $23.28 $248K - $272K
IFGL
Ishares International Develope

ETFs
Q2 2019 Filed on Jul 31, 2019
11,281
$29.5 - $30.54 $333K - $345K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2019 Filed on Jul 31, 2019
18,717
$9.03 - $9.5 $169K - $178K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2019 Filed on Jul 31, 2019
10,090
$37.57 - $40.23 $379K - $406K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2019 Filed on Jul 31, 2019
17,302
$15.96 - $18.79 $276K - $325K
FRME
First Merchants Corp

Financial Services
Q1 2019 Filed on May 13, 2019
12,536
$34.6 - $41.25 $434K - $517K
Civeo Corp Cda
Q1 2019 Filed on May 13, 2019
12,103
N/A
Natuzzi S P A
Q1 2019 Filed on May 13, 2019
10,523
N/A
Alaska Communications Sys Gr
Q1 2019 Filed on May 13, 2019
12,500
N/A
Synacor Inc
Q1 2019 Filed on May 13, 2019
13,068
N/A
PIZ
Invesco Exchange Traded Fd Tr
Q1 2019 Filed on May 13, 2019
40,741
N/A
Tocagen Inc
Q1 2019 Filed on May 13, 2019
11,300
N/A
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2019 Filed on May 13, 2019
6,722
N/A
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2018 Filed on Feb 14, 2019
4,393
$31.3 - $52.82 $138K - $232K
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q4 2018 Filed on Feb 14, 2019
10,000
$8.43 - $9.46 $84.3K - $94.6K
Praxair Inc
Q4 2018 Filed on Feb 14, 2019
1,512
N/A
LAZ
Lazard LTD

Financial Services
Q4 2018 Filed on Feb 14, 2019
98,317
$33.98 - $48.16 $3.34M - $4.73M
MSN
Emerson Radio Corp

Technology
Q4 2018 Filed on Feb 14, 2019
10,694
$1.41 - $1.49 $15.1K - $15.9K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
5,944
$30.83 - $37.53 $183K - $223K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2018 Filed on Feb 14, 2019
7,120
N/A
PICK
Ishares Inc Msci Global Select

ETFs
Q4 2018 Filed on Feb 14, 2019
7,062
$26.26 - $32.84 $185K - $232K
Xilinx Inc
Q4 2018 Filed on Feb 14, 2019
2,864
N/A
Aetna Inc New
Q4 2018 Filed on Feb 14, 2019
14,747
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 14, 2019
16,290
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
81,348
$17.68 - $33.92 $1.44M - $2.76M
Rite Aid Corp
Q3 2018 Filed on Nov 14, 2018
51,300
N/A
Radisys Corp
Q3 2018 Filed on Nov 14, 2018
14,634
N/A
Retail Pptys Amer Inc
Q3 2018 Filed on Nov 14, 2018
12,114
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q3 2018 Filed on Nov 14, 2018
18,172
$16.61 - $17.97 $302K - $327K
Klondex Mns LTD
Q3 2018 Filed on Nov 14, 2018
12,238
N/A
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