UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 114 filers reported holding UBS AG JERSEY BRH in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $178,000 | -58.2% | 21,915 | 0.0% | 0.08% | -47.7% |
| Q4 2019 | $426,000 | -5.5% | 21,915 | +1.3% | 0.15% | -12.7% |
| Q3 2019 | $451,000 | -6.6% | 21,625 | 0.0% | 0.17% | -12.2% |
| Q2 2019 | $483,000 | -1.6% | 21,625 | 0.0% | 0.20% | -8.4% |
| Q1 2019 | $491,000 | +14.7% | 21,625 | 0.0% | 0.22% | +5.4% |
| Q4 2018 | $428,000 | -17.9% | 21,625 | -0.2% | 0.20% | -9.3% |
| Q3 2018 | $521,000 | +9.5% | 21,675 | +4.3% | 0.22% | +3.2% |
| Q2 2018 | $476,000 | +6.2% | 20,775 | -2.1% | 0.22% | +6.3% |
| Q1 2018 | $448,000 | -14.7% | 21,215 | -2.3% | 0.20% | -13.1% |
| Q4 2017 | $525,000 | +95.2% | 21,715 | +103.2% | 0.24% | +82.9% |
| Q3 2017 | $269,000 | – | 10,685 | – | 0.13% | – |
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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% |