UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 120 filers reported holding UBS AG JERSEY BRH in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,771,000 | -3.9% | 110,204 | +1.9% | 0.02% | -5.6% |
| Q2 2017 | $2,882,000 | +2.9% | 108,113 | +12.6% | 0.02% | -5.3% |
| Q1 2017 | $2,802,000 | +4.6% | 96,018 | +1.9% | 0.02% | -5.0% |
| Q4 2016 | $2,678,000 | +53.2% | 94,247 | +53.0% | 0.02% | +42.9% |
| Q3 2016 | $1,748,000 | +0.7% | 61,587 | +0.3% | 0.01% | -6.7% |
| Q2 2016 | $1,735,000 | +12.8% | 61,375 | -4.0% | 0.02% | +7.1% |
| Q1 2016 | $1,538,000 | -0.6% | 63,961 | +8.1% | 0.01% | -6.7% |
| Q4 2015 | $1,547,000 | -14.7% | 59,149 | -11.8% | 0.02% | -21.1% |
| Q3 2015 | $1,814,000 | -27.0% | 67,041 | -5.3% | 0.02% | -24.0% |
| Q2 2015 | $2,486,000 | -12.5% | 70,799 | -5.4% | 0.02% | -13.8% |
| Q1 2015 | $2,840,000 | -7.4% | 74,858 | -0.9% | 0.03% | -14.7% |
| Q4 2014 | $3,066,000 | -9.3% | 75,513 | +2.1% | 0.03% | -17.1% |
| Q3 2014 | $3,381,000 | +13.1% | 73,944 | +10.3% | 0.04% | +13.9% |
| Q2 2014 | $2,990,000 | +4.3% | 67,066 | -6.8% | 0.04% | -10.0% |
| Q1 2014 | $2,866,000 | -4.2% | 71,952 | -5.1% | 0.04% | -7.0% |
| Q4 2013 | $2,991,000 | +8.7% | 75,857 | +7.0% | 0.04% | -4.4% |
| Q3 2013 | $2,752,000 | +9.2% | 70,881 | +10.5% | 0.04% | +2.3% |
| Q2 2013 | $2,521,000 | – | 64,169 | – | 0.04% | – |
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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% |