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Concurrent Investment Advisors, LLC → NEA
Concurrent Investment Advisors, LLC NEA Position History
Nuveen AMT-Free Quality Municipal Income Fund • Financial Services
Quarters held
17
Latest value
$142K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $345K |
| Q3 2025 | $293K |
| Q3 2025 | $127K |
| Q4 2025 | $345K |
| Q4 2025 | $299K |
| Q4 2025 | $122K |
| Q1 2026 | $349K |
| Q1 2026 | $443K |
| Q1 2026 | $124K |
| Q2 2026 | $477K |
| Q2 2026 | $823K |
| Q2 2026 | $34K |
| Q2 2026 | $140K |
| Q3 2026 | $696K |
| Q3 2026 | $1.3M |
| Q3 2026 | $394K |
| Q3 2026 | $142K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $142K | 15.4K | — | — |
| Q3 2026 | $394K | 44.0K | — | — |
| Q3 2026 | $1.3M | 129.0K | — | — |
| Q3 2026 | $696K | 65.6K | — | — |
| Q2 2026 | $140K | 13.3K | — | — |
| Q2 2026 | $34K | 2.9K | — | — |
| Q2 2026 | $823K | 70.1K | — | — |
| Q2 2026 | $477K | 37.2K | — | — |
| Q1 2026 | $124K | 12.0K | — | — |
| Q1 2026 | $443K | 39.5K | — | — |
| Q1 2026 | $349K | 28.3K | — | — |
| Q4 2025 | $122K | 12.0K | — | — |
| Q4 2025 | $299K | 25.7K | — | — |
| Q4 2025 | $345K | 27.3K | — | — |
| Q3 2025 | $127K | 12.0K | — | — |
| Q3 2025 | $293K | 25.7K | — | — |
| Q3 2025 | $345K | 28.0K | — | — |
Other funds holding NEA
$115.3M
$110.2M
$109.7M
$99.1M