UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 128 filers reported holding UBS AG JERSEY BRH in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $76,000 | -23.2% | 2,688 | -23.3% | 0.01% | -45.5% |
| Q3 2016 | $99,000 | -32.7% | 3,504 | -32.6% | 0.01% | -31.2% |
| Q2 2016 | $147,000 | +13.1% | 5,197 | -3.8% | 0.02% | +6.7% |
| Q1 2016 | $130,000 | -18.8% | 5,402 | -11.5% | 0.02% | -21.1% |
| Q4 2015 | $160,000 | -66.0% | 6,101 | -64.9% | 0.02% | -69.8% |
| Q3 2015 | $470,000 | -45.9% | 17,358 | -29.8% | 0.06% | -44.2% |
| Q2 2015 | $868,000 | -3.2% | 24,728 | +4.6% | 0.11% | -7.4% |
| Q1 2015 | $897,000 | +10.6% | 23,646 | +18.4% | 0.12% | +2.5% |
| Q4 2014 | $811,000 | -18.2% | 19,965 | -7.9% | 0.12% | -25.2% |
| Q3 2014 | $991,000 | +15.6% | 21,668 | +12.7% | 0.16% | +10.4% |
| Q2 2014 | $857,000 | +5.3% | 19,233 | -5.9% | 0.14% | -5.3% |
| Q1 2014 | $814,000 | +12.6% | 20,440 | +11.4% | 0.15% | +2.0% |
| Q4 2013 | $723,000 | +8.4% | 18,347 | +6.7% | 0.15% | -9.7% |
| Q3 2013 | $667,000 | +83.2% | 17,193 | +85.5% | 0.16% | +50.0% |
| Q2 2013 | $364,000 | – | 9,269 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 310,615 | $14,201,000 | 14.57% |
| ARS Wealth Advisors, LLC | 499,003 | $22,814,000 | 10.62% |
| ASPIRIANT, LLC | 1,445,847 | $66,104,000 | 9.23% |
| Mosaic Financial Partners, Inc. | 272,054 | $12,438,000 | 8.76% |
| McKinley Carter Wealth Services, Inc. | 193,195 | $8,833,000 | 8.38% |
| Homrich & Berg | 1,764,997 | $77,096,000 | 7.79% |
| Permanens Capital L.P. | 99,203 | $4,536,000 | 6.44% |
| HBK Sorce Advisory LLC | 231,927 | $10,604,000 | 3.83% |
| ALESCO ADVISORS LLC | 783,016 | $35,799,000 | 3.55% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 175,019 | $8,002,000 | 2.86% |