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 Q3 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $2,908,000 | +61.6% | 63,630 | +57.7% | 0.05% | +68.8% |
| Q2 2014 | $1,799,000 | +33.5% | 40,358 | +19.2% | 0.03% | +23.1% |
| Q1 2014 | $1,348,000 | -1.9% | 33,848 | -2.9% | 0.03% | +13.0% |
| Q4 2013 | $1,374,000 | +24.7% | 34,847 | +22.8% | 0.02% | +9.5% |
| Q3 2013 | $1,102,000 | +11.7% | 28,383 | +12.9% | 0.02% | 0.0% |
| Q2 2013 | $987,000 | – | 25,148 | – | 0.02% | – |
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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% |