UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 111 filers reported holding UBS AG JERSEY BRH in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $135,000 | -99.7% | 16,560 | -99.3% | 0.00% | -99.3% |
| Q4 2019 | $43,044,000 | +17.7% | 2,216,443 | +26.4% | 0.14% | +8.5% |
| Q3 2019 | $36,565,000 | +5.6% | 1,753,741 | +13.1% | 0.13% | +5.7% |
| Q2 2019 | $34,632,000 | +2.2% | 1,550,900 | +4.0% | 0.12% | -6.9% |
| Q1 2019 | $33,890,000 | +20.9% | 1,491,588 | +5.2% | 0.13% | +4.8% |
| Q4 2018 | $28,033,000 | +16.0% | 1,417,967 | +41.1% | 0.12% | +35.9% |
| Q3 2018 | $24,173,000 | +5.3% | 1,005,132 | +0.3% | 0.09% | -2.1% |
| Q2 2018 | $22,960,000 | +1.1% | 1,001,731 | -6.8% | 0.09% | -5.1% |
| Q1 2018 | $22,717,000 | -7.3% | 1,075,141 | +6.1% | 0.10% | -4.8% |
| Q4 2017 | $24,503,000 | +5905.6% | 1,012,918 | +6141.8% | 0.10% | +5100.0% |
| Q3 2017 | $408,000 | +33.3% | 16,228 | +38.6% | 0.00% | 0.0% |
| Q4 2015 | $306,000 | – | 11,706 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 310,615 | $14,201,000 | 14.57% |
| ARS Wealth Advisors, LLC | 499,003 | $22,814,000 | 10.62% |
| ASPIRIANT, LLC | 1,445,847 | $66,104,000 | 9.23% |
| Mosaic Financial Partners, Inc. | 272,054 | $12,438,000 | 8.76% |
| McKinley Carter Wealth Services, Inc. | 193,195 | $8,833,000 | 8.38% |
| Homrich & Berg | 1,764,997 | $77,096,000 | 7.79% |
| Permanens Capital L.P. | 99,203 | $4,536,000 | 6.44% |
| HBK Sorce Advisory LLC | 231,927 | $10,604,000 | 3.83% |
| ALESCO ADVISORS LLC | 783,016 | $35,799,000 | 3.55% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 175,019 | $8,002,000 | 2.86% |