UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 108 filers reported holding UBS AG JERSEY BRH in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $374,000 | +4.2% | 18,909 | +26.8% | 0.21% | +36.4% |
| Q3 2018 | $359,000 | +5.0% | 14,910 | 0.0% | 0.15% | +0.7% |
| Q2 2018 | $342,000 | +8.6% | 14,910 | 0.0% | 0.15% | +10.3% |
| Q1 2018 | $315,000 | -18.6% | 14,910 | -6.7% | 0.14% | -24.9% |
| Q4 2017 | $387,000 | -82.4% | 15,985 | -81.8% | 0.18% | -82.7% |
| Q3 2017 | $2,203,000 | -15.5% | 87,619 | -10.4% | 1.05% | -15.9% |
| Q2 2017 | $2,608,000 | +9.4% | 97,837 | +19.7% | 1.24% | +8.6% |
| Q1 2017 | $2,385,000 | +2.3% | 81,727 | -0.4% | 1.14% | -5.8% |
| Q4 2016 | $2,331,000 | -0.1% | 82,047 | -0.2% | 1.22% | -0.2% |
| Q3 2016 | $2,334,000 | -20.9% | 82,204 | -21.2% | 1.22% | -13.9% |
| Q2 2016 | $2,949,000 | -52.6% | 104,309 | -59.7% | 1.42% | -45.1% |
| Q1 2016 | $6,222,000 | -24.2% | 258,717 | -17.6% | 2.58% | -35.7% |
| Q4 2015 | $8,209,000 | – | 313,801 | – | 4.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 513,088 | $13,884,000 | 12.48% |
| INTEGRATED WEALTH COUNSEL, LLC | 218,511 | $5,913,000 | 9.90% |
| ASPIRIANT, LLC | 3,622,407 | $98,022,000 | 8.15% |
| ARS Wealth Advisors, LLC | 494,441 | $13,380,000 | 6.77% |
| Mosaic Financial Partners, Inc. | 370,784 | $10,033,000 | 6.40% |
| Homrich & Berg | 1,956,112 | $52,932,000 | 5.57% |
| Diversified Trust Co | 1,278,496 | $34,596,000 | 3.72% |
| ALESCO ADVISORS LLC | 1,057,503 | $28,616,000 | 2.61% |
| FIFTH THIRD BANCORP | 8,052,411 | $217,898,000 | 2.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 355,183 | $9,611,000 | 2.00% |