UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 69 filers reported holding UBS AG JERSEY BRH in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $720,000 | -58.1% | 26,604 | -45.7% | 0.00% | -55.6% |
| Q2 2015 | $1,719,000 | -7.3% | 48,950 | +0.2% | 0.01% | -10.0% |
| Q1 2015 | $1,854,000 | -31.3% | 48,855 | -26.5% | 0.01% | -37.5% |
| Q4 2014 | $2,699,000 | -10.1% | 66,490 | +1.3% | 0.02% | -23.8% |
| Q3 2014 | $3,001,000 | +15.3% | 65,634 | +12.4% | 0.02% | -4.5% |
| Q2 2014 | $2,603,000 | +36.4% | 58,387 | +21.8% | 0.02% | +15.8% |
| Q1 2014 | $1,909,000 | +50.2% | 47,925 | +48.7% | 0.02% | +137.5% |
| Q4 2013 | $1,271,000 | – | 32,227 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 513,088 | $13,884,000 | 12.48% |
| INTEGRATED WEALTH COUNSEL, LLC | 218,511 | $5,913,000 | 9.90% |
| ASPIRIANT, LLC | 3,622,407 | $98,022,000 | 8.15% |
| ARS Wealth Advisors, LLC | 494,441 | $13,380,000 | 6.77% |
| Mosaic Financial Partners, Inc. | 370,784 | $10,033,000 | 6.40% |
| Homrich & Berg | 1,956,112 | $52,932,000 | 5.57% |
| Diversified Trust Co | 1,278,496 | $34,596,000 | 3.72% |
| ALESCO ADVISORS LLC | 1,057,503 | $28,616,000 | 2.61% |
| FIFTH THIRD BANCORP | 8,052,411 | $217,898,000 | 2.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 355,183 | $9,611,000 | 2.00% |