Back to JFR
Concurrent Investment Advisors, LLC → JFR
Concurrent Investment Advisors, LLC JFR Position History
Nuveen Floating Rate Income Fund • Financial Services
Quarters held
5
Latest value
$564K
Q3 2026
Peak value
$564K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $328K |
| Q4 2025 | $310K |
| Q1 2026 | $298K |
| Q2 2026 | $315K |
| Q3 2026 | $564K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $564K | 75.7K | — | — |
| Q2 2026 | $315K | 41.1K | — | — |
| Q1 2026 | $298K | 39.6K | — | — |
| Q4 2025 | $310K | 39.5K | — | — |
| Q3 2025 | $328K | 40.2K | — | — |
Other funds holding JFR
$33.1M
$32.1M
$31.9M
$31.7M
$29.5M
$29.4M
$29.4M
$28.4M