UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 132 filers reported holding UBS AG JERSEY BRH in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,199,000 | -19.2% | 216,198 | -13.2% | 0.70% | -25.1% |
| Q3 2019 | $5,194,000 | -7.7% | 249,108 | -1.2% | 0.93% | -12.5% |
| Q2 2019 | $5,630,000 | -1.9% | 252,118 | -0.2% | 1.07% | -2.6% |
| Q1 2019 | $5,740,000 | +17.1% | 252,649 | +1.9% | 1.10% | +4.8% |
| Q4 2018 | $4,902,000 | -50.5% | 247,946 | -39.8% | 1.05% | -44.5% |
| Q3 2018 | $9,907,000 | +41.2% | 411,939 | +34.5% | 1.88% | +33.2% |
| Q2 2018 | $7,018,000 | +13.3% | 306,198 | +4.5% | 1.41% | +14.8% |
| Q1 2018 | $6,192,000 | -10.9% | 293,025 | +2.0% | 1.23% | -5.9% |
| Q4 2017 | $6,948,000 | -29.3% | 287,214 | -26.5% | 1.31% | -29.7% |
| Q3 2017 | $9,830,000 | -4.4% | 391,024 | +1.4% | 1.86% | -7.6% |
| Q2 2017 | $10,281,000 | -6.4% | 385,630 | +2.5% | 2.01% | -7.1% |
| Q1 2017 | $10,983,000 | +10.9% | 376,402 | +7.9% | 2.17% | +4.0% |
| Q4 2016 | $9,907,000 | +3.8% | 348,730 | +3.8% | 2.09% | +1.2% |
| Q3 2016 | $9,541,000 | +2.1% | 336,059 | +1.7% | 2.06% | -0.4% |
| Q2 2016 | $9,342,000 | +102.5% | 330,437 | +72.2% | 2.07% | +99.5% |
| Q1 2016 | $4,614,000 | -50.1% | 191,860 | -45.7% | 1.04% | -50.7% |
| Q4 2015 | $9,248,000 | – | 353,521 | – | 2.10% | – |
Download | ||||||
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% |