UBS AG LONDON BRH's ticker is MORL and the CUSIP is 90269A302.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $180,000 | -17.8% | 13,000 | -15.3% | 0.00% | 0.0% |
| Q2 2019 | $219,000 | -6.0% | 15,350 | 0.0% | 0.00% | -50.0% |
| Q1 2019 | $233,000 | +23.3% | 15,350 | +3.4% | 0.00% | +100.0% |
| Q4 2018 | $189,000 | -12.9% | 14,850 | +7.2% | 0.00% | -50.0% |
| Q3 2018 | $217,000 | +10.7% | 13,850 | +12.1% | 0.00% | 0.0% |
| Q2 2018 | $196,000 | -3.4% | 12,350 | -7.5% | 0.00% | 0.0% |
| Q1 2018 | $203,000 | -11.4% | 13,350 | +2.5% | 0.00% | 0.0% |
| Q4 2017 | $229,000 | – | 13,030 | – | 0.00% | – |
Download | ||||||
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% |