SFA
AOI

Sequoia Financial Advisors’s Alliance One International AOI Stock Holding History

Sequoia Financial Advisors’s Portfolio AOI Stock Details AOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,080
Closed -$34K – 206
2015
Q1 		$34K Buy
3,080
+487
+19% +$5.47K 0.02% 180
2014
Q4 		$41K Buy
2,593
+1,210
+87% +$22.5K 0.03% 159
2014
Q3 		$27K Buy
1,383
+135
+11% +$3.07K 0.02% 161
2014
Q2 		$31K Buy
+1,248
New +$32.9K 0.02% 157

Other funds holding AOI

AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WIM
Wingspan Investment Management New York $215M AUM 30.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Sequoia Financial Advisors's AOI Position: Q2 2015 in Review

Sequoia Financial Advisors sold out of Alliance One International (AOI) in Q2 2015, closing a stake of 3,080 shares — an estimated $34K sold.

Sequoia Financial Advisors first reported a position in AOI in Q2 2014 and held it in 4 quarters. The position peaked at $41K in Q4 2014. 60 funds tracked by Wall St. Rank hold AOI as of Q2 2015.

  • Sequoia Financial Advisors reported no remaining Alliance One International position as of Q2 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 3,080 Alliance One International shares in Q2 2015, an estimated $34K.
  • Sequoia Financial Advisors first reported a position in Alliance One International in Q2 2014 and held it in 4 quarters.
  • Sequoia Financial Advisors's Alliance One International position peaked at $41K in Q4 2014.
  • 60 funds tracked by Wall St. Rank held Alliance One International as of Q2 2015.

Based on Sequoia Financial Advisors's 13F filing for Q2 2015, filed 3 Aug 2015.