UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 98 filers reported holding UBS AG JERSEY BRH in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $292,000 | -6.7% | 11,617 | -1.0% | 0.02% | -8.7% |
| Q2 2017 | $313,000 | -45.2% | 11,738 | -40.0% | 0.02% | -46.5% |
| Q1 2017 | $571,000 | -10.4% | 19,576 | -12.6% | 0.04% | -15.7% |
| Q4 2016 | $637,000 | -11.0% | 22,395 | -11.3% | 0.05% | -17.7% |
| Q3 2016 | $716,000 | +19.9% | 25,244 | +19.7% | 0.06% | +17.0% |
| Q2 2016 | $597,000 | +23.3% | 21,087 | +4.7% | 0.05% | +17.8% |
| Q1 2016 | $484,000 | +123.0% | 20,147 | +142.4% | 0.04% | +125.0% |
| Q4 2015 | $217,000 | -3.6% | 8,313 | 0.0% | 0.02% | -20.0% |
| Q3 2015 | $225,000 | -22.9% | 8,313 | 0.0% | 0.02% | -19.4% |
| Q2 2015 | $292,000 | -3.0% | 8,313 | +4.8% | 0.03% | -3.1% |
| Q1 2015 | $301,000 | -15.4% | 7,931 | -9.5% | 0.03% | -15.8% |
| Q4 2014 | $356,000 | +14.1% | 8,762 | +28.4% | 0.04% | +5.6% |
| Q3 2014 | $312,000 | +10.2% | 6,826 | +7.4% | 0.04% | +12.5% |
| Q2 2014 | $283,000 | +22.5% | 6,356 | +9.6% | 0.03% | +14.3% |
| Q1 2014 | $231,000 | – | 5,800 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 528,012 | $21,437,000 | 15.54% |
| INTEGRATED WEALTH COUNSEL, LLC | 271,173 | $11,010,000 | 13.24% |
| ASPIRIANT, LLC | 2,342,751 | $95,116,000 | 12.72% |
| Homrich & Berg | 2,222,215 | $90,222,000 | 9.14% |
| ARS Wealth Advisors, LLC | 501,382 | $20,356,000 | 8.81% |
| Mosaic Financial Partners, Inc. | 278,022 | $11,287,000 | 7.66% |
| Diversified Trust Co | 1,526,379 | $61,971,000 | 5.61% |
| NBW CAPITAL LLC | 539,999 | $21,924,000 | 5.03% |
| ALESCO ADVISORS LLC | 802,107 | $32,566,000 | 3.07% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 211,188 | $8,574,000 | 2.85% |