UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 132 filers reported holding UBS AG JERSEY BRH in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $230,000 | -16.4% | 11,626 | +1.8% | 0.01% | -25.0% |
| Q3 2018 | $275,000 | +7.0% | 11,423 | +1.7% | 0.02% | 0.0% |
| Q2 2018 | $257,000 | +6.2% | 11,234 | -2.1% | 0.02% | -5.9% |
| Q1 2018 | $242,000 | -70.0% | 11,472 | -65.6% | 0.02% | -72.6% |
| Q4 2017 | $808,000 | -82.4% | 33,379 | -79.4% | 0.06% | -85.0% |
| Q3 2017 | $4,593,000 | +404.7% | 161,766 | +373.7% | 0.41% | +525.8% |
| Q2 2017 | $910,000 | -65.3% | 34,146 | -62.1% | 0.07% | -70.0% |
| Q1 2017 | $2,626,000 | -40.7% | 90,009 | -42.2% | 0.22% | -50.1% |
| Q4 2016 | $4,427,000 | – | 155,840 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 513,088 | $13,884,000 | 12.48% |
| INTEGRATED WEALTH COUNSEL, LLC | 218,511 | $5,913,000 | 9.90% |
| ASPIRIANT, LLC | 3,622,407 | $98,022,000 | 8.15% |
| ARS Wealth Advisors, LLC | 494,441 | $13,380,000 | 6.77% |
| Mosaic Financial Partners, Inc. | 370,784 | $10,033,000 | 6.40% |
| Homrich & Berg | 1,956,112 | $52,932,000 | 5.57% |
| Diversified Trust Co | 1,278,496 | $34,596,000 | 3.72% |
| ALESCO ADVISORS LLC | 1,057,503 | $28,616,000 | 2.61% |
| FIFTH THIRD BANCORP | 8,052,411 | $217,898,000 | 2.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 355,183 | $9,611,000 | 2.00% |