UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 82 filers reported holding UBS AG JERSEY BRH in Q2 2014. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $37,000 | -95.7% | 1,305 | -93.8% | 0.00% | -94.6% |
| Q4 2015 | $861,000 | +43.3% | 21,212 | +23.9% | 0.06% | -21.1% |
| Q2 2015 | $601,000 | -18.3% | 17,121 | – | 0.07% | -21.1% |
| Q1 2015 | $736,000 | -13.7% | 0 | -100.0% | 0.09% | -13.5% |
| Q4 2014 | $853,000 | -30.7% | 21,003 | -22.0% | 0.10% | -34.2% |
| Q3 2014 | $1,231,000 | -3.6% | 26,915 | -6.1% | 0.16% | -4.2% |
| Q2 2014 | $1,277,000 | +10.9% | 28,649 | -0.8% | 0.16% | +1.2% |
| Q1 2014 | $1,151,000 | -4.2% | 28,893 | -5.2% | 0.16% | -9.9% |
| Q4 2013 | $1,202,000 | +4.0% | 30,472 | +2.3% | 0.18% | -8.6% |
| Q3 2013 | $1,156,000 | -0.8% | 29,786 | +0.5% | 0.20% | -1.0% |
| Q2 2013 | $1,165,000 | – | 29,647 | – | 0.20% | – |
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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% |