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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $224,000 | 0.0% | 8,412 | 0.0% | 0.11% | 0.0% |
| Q2 2017 | $224,000 | -8.6% | 8,412 | +0.0% | 0.11% | -11.0% |
| Q1 2017 | $245,000 | -10.3% | 8,408 | -12.7% | 0.13% | -13.6% |
| Q4 2016 | $273,000 | -10.5% | 9,629 | -10.5% | 0.15% | -12.0% |
| Q3 2016 | $305,000 | -16.9% | 10,755 | -17.2% | 0.17% | -22.0% |
| Q2 2016 | $367,000 | -3.9% | 12,994 | -18.2% | 0.21% | -9.7% |
| Q1 2016 | $382,000 | -21.2% | 15,889 | -14.3% | 0.24% | -21.5% |
| Q4 2015 | $485,000 | -6.4% | 18,549 | -3.2% | 0.30% | -1.0% |
| Q3 2015 | $518,000 | -15.2% | 19,164 | +10.0% | 0.30% | -14.1% |
| Q2 2015 | $611,000 | +0.3% | 17,428 | +8.5% | 0.36% | +0.9% |
| Q1 2015 | $609,000 | – | 16,064 | – | 0.35% | – |
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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% |