SLF
CXO

Sun Life Financial’s CONCHO RESOURCES INC. CXO Stock Holding History

Sun Life Financial’s Portfolio CXO Stock Details CXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-117
Closed -$7K – 522
2020
Q4 		$7K Sell
117
-1
-0.8% -$53 ﹤0.01% 442
2020
Q3 		$5K Sell
118
-2
-2% -$100 ﹤0.01% 458
2020
Q2 		$6K Buy
120
+2
+2% +$111 ﹤0.01% 389
2020
Q1 		$5K Hold
118
– – ﹤0.01% 386
2019
Q4 		$10K Sell
118
-46
-28% -$3.32K ﹤0.01% 323
2019
Q3 		$11K Sell
164
-1
-0.6% -$81 ﹤0.01% 497
2019
Q2 		$17K Sell
165
-176
-52% -$19K ﹤0.01% 417
2019
Q1 		$38K Sell
341
-211
-38% -$23.9K 0.01% 391
2018
Q4 		$57K Buy
552
+1
+0.2% +$133 0.01% 372
2018
Q3 		$84K Buy
551
+147
+36% +$20.7K 0.02% 356
2018
Q2 		$56K Buy
404
+302
+296% +$43.2K 0.01% 410
2018
Q1 		$677 Sell
102
-223
-69% -$34K 0.01% 382
2017
Q4 		$49K Sell
325
-763
-70% -$106K 0.01% 273
2017
Q3 		$143K Sell
1,088
-7
-0.6% -$842 0.01% 287
2017
Q2 		$133K Buy
1,095
+1,085
+10,850% +$137K 0.01% 290
2017
Q1 		$80 Hold
10
– – ﹤0.01% 446
2016
Q4 		$79 Buy
+10
New +$1.36K ﹤0.01% 399

Other funds holding CXO

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Sun Life Financial's CXO Position: Q1 2021 in Review

Sun Life Financial sold out of CONCHO RESOURCES INC. (CXO) in Q1 2021, closing a stake of 117 shares — an estimated $7K sold.

Sun Life Financial first reported a position in CXO in Q4 2016 and held it in 17 quarters. The position peaked at $143K in Q3 2017. 2 funds tracked by Wall St. Rank hold CXO as of Q1 2021.

  • Sun Life Financial reported no remaining CONCHO RESOURCES INC. position as of Q1 2021 after selling out during the quarter.
  • Sun Life Financial sold 117 CONCHO RESOURCES INC. shares in Q1 2021, an estimated $7K.
  • Sun Life Financial first reported a position in CONCHO RESOURCES INC. in Q4 2016 and held it in 17 quarters.
  • Sun Life Financial's CONCHO RESOURCES INC. position peaked at $143K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held CONCHO RESOURCES INC. as of Q1 2021.

Based on Sun Life Financial's 13F filing for Q1 2021, filed 12 May 2021.