UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 100 filers reported holding UBS AG JERSEY BRH in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $22,000 | -18.5% | 1,107 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $27,000 | +8.0% | 1,107 | 0.0% | 0.01% | -30.8% |
| Q2 2018 | $25,000 | -21.9% | 1,107 | -26.5% | 0.01% | -23.5% |
| Q1 2018 | $32,000 | +18.5% | 1,507 | +36.1% | 0.02% | +13.3% |
| Q4 2017 | $27,000 | -3.6% | 1,107 | 0.0% | 0.02% | -11.8% |
| Q3 2017 | $28,000 | -6.7% | 1,107 | 0.0% | 0.02% | -10.5% |
| Q2 2017 | $30,000 | -81.6% | 1,107 | -80.2% | 0.02% | -80.6% |
| Q1 2017 | $163,000 | +129.6% | 5,577 | +123.1% | 0.10% | +122.7% |
| Q4 2016 | $71,000 | -43.2% | 2,500 | -43.0% | 0.04% | -47.6% |
| Q3 2016 | $125,000 | +140.4% | 4,389 | +140.8% | 0.08% | +121.1% |
| Q2 2016 | $52,000 | +18.2% | 1,823 | 0.0% | 0.04% | +11.8% |
| Q1 2016 | $44,000 | -8.3% | 1,823 | 0.0% | 0.03% | -5.6% |
| Q4 2015 | $48,000 | -2.0% | 1,823 | 0.0% | 0.04% | -7.7% |
| Q3 2015 | $49,000 | -23.4% | 1,823 | 0.0% | 0.04% | -15.2% |
| Q2 2015 | $64,000 | +6.7% | 1,823 | +15.2% | 0.05% | +9.5% |
| Q1 2015 | $60,000 | -6.2% | 1,583 | +0.4% | 0.04% | -10.6% |
| Q4 2014 | $64,000 | +220.0% | 1,577 | +267.6% | 0.05% | +176.5% |
| Q3 2014 | $20,000 | +11.1% | 429 | +6.7% | 0.02% | +6.2% |
| Q2 2014 | $18,000 | +20.0% | 402 | +3.1% | 0.02% | +77.8% |
| Q3 2013 | $15,000 | +36.4% | 390 | +34.5% | 0.01% | +12.5% |
| Q2 2013 | $11,000 | – | 290 | – | 0.01% | – |
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% |