UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 72 filers reported holding UBS AG JERSEY BRH in Q1 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,011,000 | +10.0% | 103,535 | +12.0% | 0.11% | +43.4% |
| Q4 2018 | $1,828,000 | +109.4% | 92,464 | +156.1% | 0.08% | +192.3% |
| Q4 2017 | $873,000 | -89.0% | 36,101 | -79.2% | 0.03% | -84.2% |
| Q3 2014 | $7,953,000 | +4.3% | 173,950 | +1.7% | 0.16% | -6.8% |
| Q2 2014 | $7,623,000 | +9.1% | 171,000 | -2.6% | 0.18% | -13.2% |
| Q1 2014 | $6,990,000 | -1.5% | 175,500 | -2.5% | 0.20% | -12.8% |
| Q4 2013 | $7,097,000 | +1.6% | 180,000 | 0.0% | 0.23% | -13.3% |
| Q3 2013 | $6,988,000 | +39.0% | 180,000 | +40.6% | 0.27% | +31.1% |
| Q2 2013 | $5,028,000 | – | 128,000 | – | 0.21% | – |
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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% |