UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 101 filers reported holding UBS AG JERSEY BRH in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $168,000 | -18.4% | 17,988 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $206,000 | +29.6% | 17,988 | -7.7% | 0.02% | +5.9% |
| Q1 2020 | $159,000 | -92.9% | 19,490 | -83.0% | 0.02% | -92.2% |
| Q4 2019 | $2,231,000 | -87.4% | 114,882 | -86.5% | 0.22% | -88.3% |
| Q3 2019 | $17,765,000 | +0.0% | 852,044 | +7.1% | 1.86% | -2.4% |
| Q2 2019 | $17,761,000 | +0.9% | 795,388 | +2.6% | 1.90% | -7.1% |
| Q1 2019 | $17,611,000 | +4.5% | 775,150 | -9.0% | 2.05% | +5.9% |
| Q4 2018 | $16,848,000 | +8.8% | 852,211 | +32.4% | 1.94% | +19.3% |
| Q3 2018 | $15,481,000 | +9.7% | 643,700 | +4.6% | 1.62% | +4.4% |
| Q2 2018 | $14,109,000 | +15.1% | 615,598 | +6.1% | 1.55% | +7.5% |
| Q1 2018 | $12,258,000 | -9.2% | 580,140 | +3.9% | 1.44% | -10.0% |
| Q4 2017 | $13,500,000 | +5.0% | 558,098 | +9.1% | 1.60% | -2.8% |
| Q3 2017 | $12,857,000 | -0.9% | 511,435 | +5.1% | 1.65% | +2.2% |
| Q2 2017 | $12,978,000 | -4.4% | 486,803 | +4.6% | 1.62% | -9.9% |
| Q1 2017 | $13,580,000 | +2.4% | 465,403 | -0.3% | 1.79% | -11.5% |
| Q4 2016 | $13,265,000 | +1.3% | 466,926 | +1.2% | 2.02% | -5.2% |
| Q3 2016 | $13,093,000 | -1.6% | 461,197 | -2.0% | 2.14% | -7.0% |
| Q2 2016 | $13,300,000 | +16.0% | 470,433 | -1.4% | 2.30% | +6.8% |
| Q1 2016 | $11,470,000 | +4.5% | 476,932 | +13.7% | 2.15% | -7.2% |
| Q4 2015 | $10,976,000 | +121.1% | 419,577 | +128.7% | 2.32% | +90.3% |
| Q3 2015 | $4,965,000 | -23.6% | 183,488 | -0.9% | 1.22% | -18.9% |
| Q2 2015 | $6,501,000 | +2.1% | 185,174 | +10.3% | 1.50% | +1.0% |
| Q1 2015 | $6,367,000 | +38.9% | 167,819 | +48.6% | 1.49% | +24.3% |
| Q4 2014 | $4,584,000 | -3.0% | 112,909 | +9.3% | 1.20% | -8.9% |
| Q3 2014 | $4,724,000 | +10.0% | 103,328 | +7.3% | 1.31% | +8.4% |
| Q2 2014 | $4,294,000 | +22.2% | 96,313 | +9.2% | 1.21% | +13.1% |
| Q1 2014 | $3,513,000 | +15.3% | 88,210 | +14.2% | 1.07% | +18.5% |
| Q4 2013 | $3,046,000 | +34.5% | 77,244 | +32.5% | 0.90% | +22.8% |
| Q3 2013 | $2,264,000 | +126.4% | 58,312 | +129.1% | 0.74% | +117.8% |
| Q2 2013 | $1,000,000 | – | 25,452 | – | 0.34% | – |
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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% |