UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 69 filers reported holding UBS AG JERSEY BRH in Q4 2013. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $208,000 | -43.8% | 7,970 | -41.7% | 0.06% | -44.1% |
| Q3 2015 | $370,000 | -66.1% | 13,660 | -56.0% | 0.10% | -62.1% |
| Q2 2015 | $1,090,000 | -9.0% | 31,040 | -1.7% | 0.27% | -9.4% |
| Q1 2015 | $1,198,000 | -6.9% | 31,565 | -0.4% | 0.30% | -7.2% |
| Q4 2014 | $1,287,000 | -6.0% | 31,705 | +5.9% | 0.32% | -4.5% |
| Q3 2014 | $1,369,000 | +3.9% | 29,950 | +1.4% | 0.34% | +4.7% |
| Q2 2014 | $1,317,000 | +30.7% | 29,540 | +16.7% | 0.32% | +19.0% |
| Q1 2014 | $1,008,000 | +16.8% | 25,310 | +15.7% | 0.27% | +12.6% |
| Q4 2013 | $863,000 | +25.1% | 21,880 | +23.1% | 0.24% | +11.2% |
| Q3 2013 | $690,000 | +41.1% | 17,775 | +42.9% | 0.22% | +31.1% |
| Q2 2013 | $489,000 | – | 12,440 | – | 0.16% | – |
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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% |