UBS AG LONDON BRH's ticker is MORL and the CUSIP is 90269A302.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $310,000 | +5.4% | 21,698 | +1.8% | 0.01% | -7.1% |
| Q3 2019 | $294,000 | -2.0% | 21,319 | +1.7% | 0.01% | -6.7% |
| Q2 2019 | $300,000 | -16.0% | 20,962 | -11.2% | 0.02% | -25.0% |
| Q1 2019 | $357,000 | +21.0% | 23,600 | +1.6% | 0.02% | -4.8% |
| Q4 2018 | $295,000 | -17.8% | 23,231 | +1.6% | 0.02% | 0.0% |
| Q3 2018 | $359,000 | -11.1% | 22,866 | -10.2% | 0.02% | -22.2% |
| Q2 2018 | $404,000 | -6.9% | 25,457 | -10.7% | 0.03% | -15.6% |
| Q1 2018 | $434,000 | -41.4% | 28,505 | -32.0% | 0.03% | -43.9% |
| Q4 2017 | $740,000 | -4.0% | 41,903 | +1.9% | 0.06% | -10.9% |
| Q3 2017 | $771,000 | +0.8% | 41,125 | +0.3% | 0.06% | -11.1% |
| Q2 2017 | $765,000 | +5.2% | 41,000 | 0.0% | 0.07% | +2.9% |
| Q1 2017 | $727,000 | +13.8% | 41,000 | 0.0% | 0.07% | 0.0% |
| Q4 2016 | $639,000 | -3.5% | 41,000 | -2.1% | 0.07% | -10.3% |
| Q3 2016 | $662,000 | +8.3% | 41,900 | +3.2% | 0.08% | -2.5% |
| Q2 2016 | $611,000 | +13.4% | 40,600 | 0.0% | 0.08% | +8.1% |
| Q1 2016 | $539,000 | +19.8% | 40,600 | +19.8% | 0.07% | +17.5% |
| Q4 2015 | $450,000 | +28.9% | 33,900 | +39.5% | 0.06% | +14.5% |
| Q3 2015 | $349,000 | +29.3% | 24,300 | +50.0% | 0.06% | +48.6% |
| Q2 2015 | $270,000 | +23.9% | 16,200 | +54.3% | 0.04% | +27.6% |
| Q1 2015 | $218,000 | – | 10,500 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Claybrook Capital, LLC | 193,820 | $2,931,000 | 1.54% |
| MARINER INVESTMENT GROUP LLC | 39,148 | $592,000 | 0.80% |
| Mechanics Bank Trust Department | 30,000 | $454,000 | 0.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 12,000 | $181,000 | 0.04% |
| Edge Capital Group, LLC | 25,000 | $378,000 | 0.04% |
| Creative Planning | 483,150 | $7,305,000 | 0.03% |
| Weiss Asset Management LP | 18,383 | $278,000 | 0.02% |
| Sigma Planning Corp | 23,600 | $357,000 | 0.02% |
| SeaCrest Wealth Management, LLC | 6,500 | $98,000 | 0.02% |
| NewSquare Capital LLC | 623 | $9,000 | 0.00% |