UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 133 filers reported holding UBS AG JERSEY BRH in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 513,088 | $13,884,000 | 12.48% |
| INTEGRATED WEALTH COUNSEL, LLC | 218,511 | $5,913,000 | 9.90% |
| ASPIRIANT, LLC | 3,622,407 | $98,022,000 | 8.15% |
| ARS Wealth Advisors, LLC | 494,441 | $13,380,000 | 6.77% |
| Mosaic Financial Partners, Inc. | 370,784 | $10,033,000 | 6.40% |
| Homrich & Berg | 1,956,112 | $52,932,000 | 5.57% |
| Diversified Trust Co | 1,278,496 | $34,596,000 | 3.72% |
| ALESCO ADVISORS LLC | 1,057,503 | $28,616,000 | 2.61% |
| FIFTH THIRD BANCORP | 8,052,411 | $217,898,000 | 2.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 355,183 | $9,611,000 | 2.00% |