Sequoia Financial Advisors, LLC Closed Holding Positions

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Allianzgi Conv Income Fd
Q2 2020 Filed on Aug 11, 2020
40,307
N/A
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 11, 2020
28,851
$7.98 - $9.66 $230K - $279K
United Cmnty Finl Corp Ohio
Q1 2020 Filed on May 11, 2020
253,867
N/A
PFIE
Profire Energy Inc

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

Energy
Q1 2020 Filed on May 11, 2020
13,177
$0.71 - $2.54 $9.36K - $33.5K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 11, 2020
10,115
N/A
OGE
Oge Energy Corp.

Utilities
Q1 2020 Filed on May 11, 2020
4,614
$23.67 - $46.28 $109K - $214K
Northern Oil & Gas Inc Nev
Q1 2020 Filed on May 11, 2020
14,114
N/A
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
9,960
N/A
Extended Stay Amer Inc
Q1 2020 Filed on May 11, 2020
19,107
N/A
Bb&T Corp
Q4 2019 Filed on Feb 13, 2020
9,804
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2019 Filed on Feb 13, 2020
12,356
$38.33 - $43.57 $474K - $538K
Alder Biopharmaceuticals Inc
Q4 2019 Filed on Feb 13, 2020
20,000
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
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q4 2019 Filed on Feb 13, 2020
10,315
$12.46 - $13.0 $129K - $134K
Applied Dna Sciences Inc
Q4 2019 Filed on Feb 13, 2020
10,000
N/A
Novus Therapeutics Inc
Q3 2019 Filed on Oct 22, 2019
22,500
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2019 Filed on Oct 22, 2019
13,115
N/A
Biotime Inc
Q3 2019 Filed on Oct 22, 2019
68,721
N/A
Evine Live Inc
Q3 2019 Filed on Oct 22, 2019
17,025
N/A
Harris Corp Del
Q3 2019 Filed on Oct 22, 2019
1,963
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
Nanoviricides Inc
Q3 2019 Filed on Oct 22, 2019
25,055
N/A
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 31, 2019
11,685
$21.23 - $23.28 $248K - $272K
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
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
Myomo Inc
Q2 2019 Filed on Jul 31, 2019
180,031
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2019 Filed on Jul 31, 2019
18,717
$9.03 - $9.5 $169K - $178K
IFGL
Ishares International Develope

ETFs
Q2 2019 Filed on Jul 31, 2019
11,281
$29.5 - $30.54 $333K - $345K
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
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
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
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2019 Filed on May 13, 2019
6,722
N/A
Praxair Inc
Q4 2018 Filed on Feb 14, 2019
1,512
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
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 14, 2019
16,290
N/A
Aetna Inc New
Q4 2018 Filed on Feb 14, 2019
14,747
N/A
Xilinx Inc
Q4 2018 Filed on Feb 14, 2019
2,864
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2018 Filed on Feb 14, 2019
7,120
N/A
LAZ
Lazard LTD

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