UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 52 filers reported holding UBS AG JERSEY BRH in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 4 | -100.0% | 0.00% | -100.0% |
| Q3 2017 | $7,769,000 | +109.4% | 309,036 | +122.1% | 0.09% | +87.2% |
| Q2 2017 | $3,710,000 | -19.6% | 139,168 | -12.0% | 0.05% | -23.0% |
| Q1 2017 | $4,613,000 | -21.9% | 158,088 | -23.9% | 0.06% | -29.9% |
| Q4 2016 | $5,905,000 | -1.1% | 207,850 | -1.1% | 0.09% | -4.4% |
| Q3 2016 | $5,968,000 | +30.2% | 210,226 | +29.7% | 0.09% | +18.2% |
| Q2 2016 | $4,583,000 | – | 162,104 | – | 0.08% | – |
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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% |