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 2016 | $283,000 | -23.1% | 9,947 | -23.3% | 0.01% | -30.8% |
| Q3 2016 | $368,000 | +13.2% | 12,969 | +12.9% | 0.01% | +8.3% |
| Q2 2016 | $325,000 | +31.0% | 11,488 | +11.2% | 0.01% | +20.0% |
| Q1 2016 | $248,000 | -9.5% | 10,327 | -1.3% | 0.01% | -16.7% |
| Q4 2015 | $274,000 | +5.8% | 10,462 | +9.1% | 0.01% | -40.0% |
| Q3 2015 | $259,000 | -15.6% | 9,586 | +9.8% | 0.02% | -9.1% |
| Q2 2015 | $307,000 | +26.9% | 8,733 | +37.2% | 0.02% | +29.4% |
| Q1 2015 | $242,000 | +272.3% | 6,367 | +295.0% | 0.02% | +142.9% |
| Q4 2014 | $65,000 | -16.7% | 1,612 | -5.4% | 0.01% | -22.2% |
| Q3 2014 | $78,000 | -12.4% | 1,704 | -14.7% | 0.01% | -25.0% |
| Q2 2014 | $89,000 | -49.4% | 1,997 | -54.6% | 0.01% | -7.7% |
| Q1 2014 | $176,000 | -89.4% | 4,396 | -89.6% | 0.01% | -94.9% |
| Q4 2013 | $1,667,000 | +19.6% | 42,265 | +17.7% | 0.25% | +4.5% |
| Q3 2013 | $1,394,000 | – | 35,914 | – | 0.24% | – |
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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% |