UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 110 filers reported holding UBS AG JERSEY BRH in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $966,000 | +8.5% | 42,129 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $890,000 | -12.7% | 42,129 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $1,019,000 | -3.8% | 42,129 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $1,059,000 | +6.1% | 42,129 | +12.5% | 0.02% | +15.0% |
| Q2 2017 | $998,000 | -9.0% | 37,436 | -0.4% | 0.02% | 0.0% |
| Q1 2017 | $1,097,000 | -1.0% | 37,601 | -3.6% | 0.02% | -4.8% |
| Q4 2016 | $1,108,000 | +10.2% | 38,994 | +10.1% | 0.02% | +5.0% |
| Q3 2016 | $1,005,000 | +0.4% | 35,409 | 0.0% | 0.02% | -9.1% |
| Q2 2016 | $1,001,000 | -32.0% | 35,409 | -42.2% | 0.02% | -47.6% |
| Q1 2016 | $1,472,000 | +16.8% | 61,217 | +27.1% | 0.04% | +27.3% |
| Q4 2015 | $1,260,000 | +20.2% | 48,152 | +24.3% | 0.03% | +32.0% |
| Q3 2015 | $1,048,000 | -22.9% | 38,732 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $1,360,000 | -1.3% | 38,732 | +6.6% | 0.02% | -3.8% |
| Q1 2015 | $1,378,000 | -6.6% | 36,330 | 0.0% | 0.03% | -10.3% |
| Q4 2014 | $1,475,000 | +8.5% | 36,330 | +22.2% | 0.03% | +16.0% |
| Q3 2014 | $1,359,000 | +2.6% | 29,725 | 0.0% | 0.02% | -10.7% |
| Q2 2014 | $1,325,000 | +11.9% | 29,725 | 0.0% | 0.03% | -12.5% |
| Q1 2014 | $1,184,000 | +15.7% | 29,725 | +14.6% | 0.03% | 0.0% |
| Q4 2013 | $1,023,000 | +1.6% | 25,941 | 0.0% | 0.03% | -23.8% |
| Q3 2013 | $1,007,000 | -1.2% | 25,941 | 0.0% | 0.04% | -8.7% |
| Q2 2013 | $1,019,000 | – | 25,941 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 528,012 | $21,437,000 | 15.54% |
| INTEGRATED WEALTH COUNSEL, LLC | 271,173 | $11,010,000 | 13.24% |
| ASPIRIANT, LLC | 2,342,751 | $95,116,000 | 12.72% |
| Homrich & Berg | 2,222,215 | $90,222,000 | 9.14% |
| ARS Wealth Advisors, LLC | 501,382 | $20,356,000 | 8.81% |
| Mosaic Financial Partners, Inc. | 278,022 | $11,287,000 | 7.66% |
| Diversified Trust Co | 1,526,379 | $61,971,000 | 5.61% |
| NBW CAPITAL LLC | 539,999 | $21,924,000 | 5.03% |
| ALESCO ADVISORS LLC | 802,107 | $32,566,000 | 3.07% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 211,188 | $8,574,000 | 2.85% |