UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 102 filers reported holding UBS AG JERSEY BRH in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $340,000 | -90.8% | 36,296 | -92.0% | 0.00% | -100.0% |
| Q1 2020 | $3,695,000 | -29.1% | 453,907 | +69.0% | 0.00% | 0.0% |
| Q4 2019 | $5,215,000 | -21.1% | 268,561 | -15.3% | 0.00% | -33.3% |
| Q3 2019 | $6,610,000 | +36.9% | 317,003 | +49.1% | 0.00% | +50.0% |
| Q1 2019 | $4,830,000 | -46.7% | 212,598 | -53.6% | 0.00% | -60.0% |
| Q4 2018 | $9,059,000 | +1112.7% | 458,199 | +1375.5% | 0.01% | – |
| Q3 2018 | $747,000 | +127.1% | 31,053 | +116.1% | 0.00% | – |
| Q2 2018 | $329,000 | -94.6% | 14,369 | -95.1% | 0.00% | -100.0% |
| Q1 2018 | $6,146,000 | +1029.8% | 290,853 | +1194.5% | 0.00% | – |
| Q4 2017 | $544,000 | -72.7% | 22,469 | -71.7% | 0.00% | -100.0% |
| Q3 2017 | $1,995,000 | +224.4% | 79,367 | +266.1% | 0.00% | +100.0% |
| Q3 2016 | $615,000 | -23.1% | 21,678 | +2.7% | 0.00% | 0.0% |
| Q1 2015 | $800,000 | – | 21,114 | – | 0.00% | – |
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% |