UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 102 filers reported holding UBS AG JERSEY BRH in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $941,000 | -5.5% | 35,872 | -2.6% | 0.08% | -15.8% |
| Q3 2015 | $996,000 | -9.4% | 36,841 | +17.7% | 0.10% | +1.1% |
| Q2 2015 | $1,099,000 | +62.6% | 31,292 | +76.2% | 0.09% | +51.6% |
| Q1 2015 | $676,000 | +8.5% | 17,755 | +14.4% | 0.06% | +1.6% |
| Q4 2014 | $623,000 | -4.7% | 15,517 | +7.8% | 0.06% | +22.0% |
| Q3 2014 | $654,000 | +15.8% | 14,392 | +14.0% | 0.05% | -20.6% |
| Q2 2014 | $565,000 | +66.7% | 12,630 | +47.7% | 0.06% | +37.0% |
| Q1 2014 | $339,000 | +32.9% | 8,550 | +31.8% | 0.05% | +21.1% |
| Q4 2013 | $255,000 | – | 6,488 | – | 0.04% | – |
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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% |