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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $19,546,000 | -68.8% | 937,424 | -66.6% | 1.75% | -66.5% |
| Q2 2019 | $62,701,000 | -6.7% | 2,807,770 | -5.0% | 5.23% | -4.6% |
| Q1 2019 | $67,172,000 | -15.1% | 2,956,424 | -26.1% | 5.49% | -8.6% |
| Q4 2018 | $79,130,000 | -24.3% | 4,002,495 | -7.9% | 6.00% | -32.8% |
| Q3 2018 | $104,496,000 | +10.0% | 4,346,071 | +4.8% | 8.93% | +9.8% |
| Q2 2018 | $95,010,000 | +5.5% | 4,145,279 | -2.7% | 8.14% | +3.6% |
| Q1 2018 | $90,055,000 | +124.9% | 4,261,939 | +157.5% | 7.86% | -33.2% |
| Q4 2017 | $40,039,000 | -63.0% | 1,655,190 | -61.6% | 11.75% | +29.5% |
| Q3 2017 | $108,293,000 | +1.8% | 4,307,586 | +7.9% | 9.08% | -1.9% |
| Q2 2017 | $106,389,000 | -6.5% | 3,990,571 | +2.4% | 9.25% | -4.5% |
| Q1 2017 | $113,732,000 | -0.9% | 3,897,585 | -3.5% | 9.68% | -6.8% |
| Q4 2016 | $114,745,000 | -2.3% | 4,038,909 | -2.3% | 10.39% | -11.1% |
| Q3 2016 | $117,401,000 | -0.5% | 4,135,280 | -0.9% | 11.68% | +4.9% |
| Q2 2016 | $117,951,000 | +7.5% | 4,172,195 | -8.6% | 11.14% | +6.4% |
| Q1 2016 | $109,749,000 | +33.3% | 4,563,384 | +45.0% | 10.47% | +15.8% |
| Q4 2015 | $82,303,000 | -16.0% | 3,146,153 | -13.1% | 9.05% | +11.0% |
| Q3 2015 | $98,022,000 | -16.0% | 3,622,407 | +8.9% | 8.15% | -28.5% |
| Q2 2015 | $116,761,000 | +0.8% | 3,325,570 | +9.0% | 11.39% | -24.1% |
| Q1 2015 | $115,789,000 | +21.7% | 3,051,891 | +30.3% | 15.02% | +18.1% |
| Q4 2014 | $95,116,000 | +43.9% | 2,342,751 | +62.0% | 12.72% | +37.8% |
| Q3 2014 | $66,104,000 | +99.7% | 1,445,847 | +94.7% | 9.23% | +102.4% |
| Q2 2014 | $33,106,000 | +30.4% | 742,625 | +16.5% | 4.56% | +23.9% |
| Q1 2014 | $25,393,000 | +12.2% | 637,538 | +11.1% | 3.68% | +4.4% |
| Q4 2013 | $22,627,000 | +348.3% | 573,842 | +341.4% | 3.53% | +290.0% |
| Q3 2013 | $5,047,000 | -75.8% | 130,002 | -75.5% | 0.90% | -72.4% |
| Q2 2013 | $20,836,000 | – | 530,457 | – | 3.27% | – |
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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% |