UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 133 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 | ||||
---|---|---|---|---|---|---|
Q3 2020 | $263,000 | -18.1% | 28,080 | +0.2% | 0.01% | -30.8% |
Q2 2020 | $321,000 | +136.0% | 28,010 | +67.8% | 0.01% | +62.5% |
Q1 2020 | $136,000 | -37.0% | 16,691 | +50.2% | 0.01% | -20.0% |
Q4 2019 | $216,000 | -36.3% | 11,112 | -31.7% | 0.01% | -41.2% |
Q3 2019 | $339,000 | -14.4% | 16,269 | -8.4% | 0.02% | -19.0% |
Q2 2019 | $396,000 | -1.0% | 17,755 | +0.8% | 0.02% | 0.0% |
Q1 2019 | $400,000 | +14.9% | 17,615 | +0.1% | 0.02% | 0.0% |
Q4 2018 | $348,000 | +11.5% | 17,592 | +35.8% | 0.02% | +10.5% |
Q3 2018 | $312,000 | -40.9% | 12,956 | -43.8% | 0.02% | -50.0% |
Q2 2018 | $528,000 | -99.2% | 23,048 | -99.2% | 0.04% | -99.1% |
Q1 2018 | $64,104,000 | -15.6% | 3,033,845 | -3.4% | 4.44% | -14.6% |
Q4 2017 | $75,962,000 | +14.7% | 3,140,216 | +19.2% | 5.20% | -0.5% |
Q3 2017 | $66,234,000 | -3.0% | 2,635,110 | +2.9% | 5.23% | -12.8% |
Q2 2017 | $68,262,000 | -5.8% | 2,560,482 | +3.1% | 6.00% | -4.1% |
Q1 2017 | $72,489,000 | +4.0% | 2,484,207 | +1.3% | 6.26% | -0.7% |
Q4 2016 | $69,704,000 | +0.5% | 2,453,514 | +0.4% | 6.30% | -0.9% |
Q3 2016 | $69,386,000 | -0.6% | 2,444,025 | -1.1% | 6.36% | -4.2% |
Q2 2016 | $69,832,000 | +7.6% | 2,470,097 | -8.5% | 6.64% | +3.6% |
Q1 2016 | $64,928,000 | -25.4% | 2,699,700 | -18.9% | 6.41% | -19.2% |
Q4 2015 | $87,046,000 | +64.4% | 3,327,932 | +70.1% | 7.93% | +42.4% |
Q3 2015 | $52,932,000 | -19.8% | 1,956,112 | +4.0% | 5.57% | -13.6% |
Q2 2015 | $66,021,000 | -9.8% | 1,880,411 | -2.5% | 6.45% | -10.2% |
Q1 2015 | $73,177,000 | -18.9% | 1,928,785 | -13.2% | 7.18% | -21.4% |
Q4 2014 | $90,222,000 | +17.0% | 2,222,215 | +25.9% | 9.14% | +17.3% |
Q3 2014 | $77,096,000 | +1.1% | 1,764,997 | +3.2% | 7.79% | -9.8% |
Q2 2014 | $76,228,000 | +16.1% | 1,709,919 | +3.8% | 8.64% | +1.0% |
Q1 2014 | $65,644,000 | +8.1% | 1,648,114 | +7.0% | 8.55% | +1.2% |
Q4 2013 | $60,741,000 | +7.1% | 1,540,484 | +5.4% | 8.45% | -5.7% |
Q3 2013 | $56,723,000 | +3.0% | 1,461,174 | +4.2% | 8.96% | -10.2% |
Q2 2013 | $55,095,000 | – | 1,402,628 | – | 9.98% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ASPIRIANT, LLC | 3,325,570 | $116,761,000 | 11.39% |
INTEGRATED WEALTH COUNSEL, LLC | 233,102 | $8,184,000 | 11.35% |
ARS Wealth Advisors, LLC | 533,516 | $18,732,000 | 8.30% |
Mosaic Financial Partners, Inc. | 300,441 | $10,548,000 | 7.25% |
Homrich & Berg | 1,880,411 | $66,021,000 | 6.45% |
Diversified Trust Co | 1,245,924 | $43,745,000 | 4.13% |
Glassman Wealth Services | 107,082 | $3,760,000 | 3.03% |
ALESCO ADVISORS LLC | 945,379 | $33,192,000 | 2.94% |
FIFTH THIRD BANCORP | 8,668,499 | $304,351,000 | 2.65% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 279,553 | $9,815,000 | 2.19% |