UNITED CAPITAL FINANCIAL ADVISORS, LLC - UBS AG JERSEY BRH ownership

UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 91 filers reported holding UBS AG JERSEY BRH in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of UBS AG JERSEY BRH
ValueSharesWeighting
Q3 2020$946,000
-27.4%
101,035
-11.1%
0.01%
-33.3%
Q2 2020$1,303,000
+23.0%
113,710
-12.6%
0.01%0.0%
Q1 2020$1,059,000
-67.5%
130,153
-22.4%
0.01%
-57.1%
Q4 2019$3,256,000
-18.2%
167,674
-12.2%
0.02%
-25.0%
Q3 2019$3,982,000
-9.8%
190,970
-3.4%
0.03%
-3.4%
Q2 2019$4,413,000
+2106.5%
197,648
+2146.5%
0.03%
+2800.0%
Q1 2019$200,000
-61.7%
8,798
-24.9%
0.00%
-90.0%
Q2 2014$522,00011,7110.01%
Other shareholders
UBS AG JERSEY BRH shareholders Q2 2019
NameSharesValueWeighting ↓
ASPIRIANT, LLC 3,325,570$116,761,00011.39%
INTEGRATED WEALTH COUNSEL, LLC 233,102$8,184,00011.35%
ARS Wealth Advisors, LLC 533,516$18,732,0008.30%
Mosaic Financial Partners, Inc. 300,441$10,548,0007.25%
Homrich & Berg 1,880,411$66,021,0006.45%
Diversified Trust Co 1,245,924$43,745,0004.13%
Glassman Wealth Services 107,082$3,760,0003.03%
ALESCO ADVISORS LLC 945,379$33,192,0002.94%
FIFTH THIRD BANCORP 8,668,499$304,351,0002.65%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 279,553$9,815,0002.19%
View complete list of UBS AG JERSEY BRH shareholders