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Concurrent Investment Advisors, LLC → NIE
Concurrent Investment Advisors, LLC NIE Position History
Virtus Equity & Convertible Income Fund
Quarters held
4
Latest value
$766K
Q3 2026
Peak value
$766K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $559K |
| Q2 2026 | $652K |
| Q3 2026 | $611K |
| Q3 2026 | $766K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $766K | 13.4K | — | — |
| Q3 2026 | $611K | 24.4K | — | — |
| Q2 2026 | $652K | 24.3K | — | — |
| Q1 2026 | $559K | 24.0K | — | — |
Other funds holding NIE
$176.1M
$149.2M
$142.6M
$122.3M
$122.3M
$115.9M
$108M
$82.8M