Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Pimco Dynamic Cr & Mtg Inc F
Q2 2020 Filed on Aug 11, 2020
37,024
N/A
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q2 2020 Filed on Aug 11, 2020
18,728
$7.91 - $11.99 $148K - $225K
First Defiance Finl Corp
Q2 2020 Filed on Aug 11, 2020
96,748
N/A
OXLC
Oxford Lane Capital Corp.

Financial Services
Q2 2020 Filed on Aug 11, 2020
27,930
$2.71 - $6.0 $75.7K - $168K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
34,823
$5.81 - $7.63 $202K - $266K
PHK
Pimco High Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
14,415
$4.69 - $5.77 $67.6K - $83.2K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 11, 2020
16,845
N/A
SLCA
U.S. Silica Holdings, Inc.

Energy
Q2 2020 Filed on Aug 11, 2020
11,915
$1.25 - $4.58 $14.9K - $54.6K
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
21,571
N/A
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
1,838
N/A
EGY
Vaalco Energy Inc

Energy
Q1 2020 Filed on May 11, 2020
13,177
$0.71 - $2.54 $9.36K - $33.5K
United Cmnty Finl Corp Ohio
Q1 2020 Filed on May 11, 2020
253,867
N/A
UGI
Ugi Corp

Utilities
Q1 2020 Filed on May 11, 2020
5,227
$22.92 - $44.76 $120K - $234K
PFIE
Profire Energy Inc

Energy
Q1 2020 Filed on May 11, 2020
12,764
$0.7 - $1.5 $8.93K - $19.1K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
7,671
$15.34 - $42.2 $118K - $324K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 11, 2020
10,115
N/A
Extended Stay Amer Inc
Q1 2020 Filed on May 11, 2020
19,107
N/A
Northern Oil & Gas Inc Nev
Q1 2020 Filed on May 11, 2020
14,114
N/A
OGE
Oge Energy Corp.

Utilities
Q1 2020 Filed on May 11, 2020
4,614
$23.67 - $46.28 $109K - $214K
Alder Biopharmaceuticals Inc
Q4 2019 Filed on Feb 13, 2020
20,000
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2019 Filed on Feb 13, 2020
12,356
$38.33 - $43.57 $474K - $538K
Applied Dna Sciences Inc
Q4 2019 Filed on Feb 13, 2020
10,000
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
Celgene Corp
Q4 2019 Filed on Feb 13, 2020
52,011
N/A
BOX
Box Inc

Technology
Q4 2019 Filed on Feb 13, 2020
10,440
$15.59 - $18.62 $163K - $194K
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
3,081
N/A
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
9,804
N/A
Evine Live Inc
Q3 2019 Filed on Oct 22, 2019
17,025
N/A
Total Sys Svcs Inc
Q3 2019 Filed on Oct 22, 2019
8,999
N/A
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 22, 2019
8,699
$41.75 - $48.73 $363K - $424K
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
Nanoviricides Inc
Q3 2019 Filed on Oct 22, 2019
25,055
N/A
Novus Therapeutics Inc
Q3 2019 Filed on Oct 22, 2019
22,500
N/A
Harris Corp Del
Q3 2019 Filed on Oct 22, 2019
1,963
N/A
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 31, 2019
11,685
$21.23 - $23.28 $248K - $272K
Myomo Inc
Q2 2019 Filed on Jul 31, 2019
180,031
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2019 Filed on Jul 31, 2019
10,090
$37.57 - $40.23 $379K - $406K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2019 Filed on Jul 31, 2019
18,717
$9.03 - $9.5 $169K - $178K
Digirad Corp
Q2 2019 Filed on Jul 31, 2019
10,442
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 31, 2019
42,925
N/A
IFGL
Ishares International Develope

ETFs
Q2 2019 Filed on Jul 31, 2019
11,281
$29.5 - $30.54 $333K - $345K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2019 Filed on Jul 31, 2019
17,302
$15.96 - $18.79 $276K - $325K
Alaska Communications Sys Gr
Q1 2019 Filed on May 13, 2019
12,500
N/A
Natuzzi S P A
Q1 2019 Filed on May 13, 2019
10,523
N/A
Synacor Inc
Q1 2019 Filed on May 13, 2019
13,068
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
FRME
First Merchants Corp

Financial Services
Q1 2019 Filed on May 13, 2019
12,536
$34.6 - $41.25 $434K - $517K
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email