UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 104 filers reported holding UBS AG JERSEY BRH in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $226,000 | -41.6% | 10,679 | -33.3% | 0.03% | -39.5% |
| Q4 2017 | $387,000 | -11.6% | 16,004 | -8.1% | 0.04% | -15.7% |
| Q3 2017 | $438,000 | -13.3% | 17,406 | -8.1% | 0.05% | -17.7% |
| Q2 2017 | $505,000 | -43.0% | 18,930 | -37.7% | 0.06% | -46.1% |
| Q1 2017 | $886,000 | +15.4% | 30,391 | +12.4% | 0.12% | +6.5% |
| Q4 2016 | $768,000 | +0.8% | 27,033 | +0.7% | 0.11% | -6.1% |
| Q3 2016 | $762,000 | +0.4% | 26,833 | 0.0% | 0.12% | -0.9% |
| Q2 2016 | $759,000 | +24.4% | 26,833 | +5.8% | 0.12% | +24.7% |
| Q1 2016 | $610,000 | -36.2% | 25,364 | -30.6% | 0.09% | -38.4% |
| Q4 2015 | $956,000 | -10.5% | 36,554 | -7.4% | 0.15% | -17.5% |
| Q3 2015 | $1,068,000 | +21.4% | 39,477 | +57.6% | 0.18% | +29.8% |
| Q2 2015 | $880,000 | +1.6% | 25,050 | +9.8% | 0.14% | -4.7% |
| Q1 2015 | $866,000 | -2.8% | 22,823 | +4.0% | 0.15% | -6.9% |
| Q4 2014 | $891,000 | -3.0% | 21,948 | +9.2% | 0.16% | -8.6% |
| Q3 2014 | $919,000 | – | 20,098 | – | 0.17% | – |
Download | ||||||
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% |