CREDIT SUISSE NASSAU BRH's ticker is MLPN and the CUSIP is 22542D852.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,948,000 | +1.6% | 90,087 | +0.0% | 0.75% | -4.3% |
| Q2 2016 | $1,917,000 | +27.1% | 90,081 | -1.3% | 0.79% | +14.2% |
| Q1 2016 | $1,508,000 | -27.1% | 91,239 | -18.0% | 0.69% | -31.1% |
| Q4 2015 | $2,070,000 | +0.1% | 111,220 | +10.5% | 1.00% | -7.1% |
| Q3 2015 | $2,067,000 | -25.6% | 100,695 | +2.6% | 1.08% | -18.3% |
| Q2 2015 | $2,780,000 | +5.7% | 98,174 | +13.4% | 1.32% | +5.5% |
| Q1 2015 | $2,630,000 | +8.3% | 86,563 | +13.8% | 1.25% | +1.3% |
| Q4 2014 | $2,429,000 | +41.4% | 76,069 | +59.0% | 1.23% | +31.6% |
| Q3 2014 | $1,718,000 | +5.9% | 47,843 | +5.4% | 0.94% | +11.2% |
| Q2 2014 | $1,622,000 | +20.6% | 45,378 | +7.7% | 0.84% | +5.8% |
| Q1 2014 | $1,345,000 | +8.7% | 42,150 | +7.0% | 0.80% | -2.2% |
| Q4 2013 | $1,237,000 | +53.1% | 39,396 | +45.8% | 0.81% | +38.3% |
| Q2 2013 | $808,000 | – | 27,025 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHTON JONES LLC | 2,656,807 | $57,440,172,000 | 9.28% |
| Mosaic Financial Partners, Inc. | 497,340 | $10,752,000 | 6.56% |
| Klingman & Associates, LLC | 729,764 | $15,777,000 | 4.75% |
| Simplicity Solutions, LLC | 113,360 | $2,451,000 | 1.19% |
| COMMERCE BANK | 2,654,079 | $57,381,000 | 0.89% |
| INSPIRION WEALTH ADVISORS, LLC | 56,282 | $1,217,000 | 0.79% |
| Gilman Hill Asset Management, LLC | 90,087 | $1,948,000 | 0.75% |
| Kalos Management, Inc. | 37,259 | $806,000 | 0.69% |
| DAVIDSON & GARRARD INC | 110,982 | $2,399,000 | 0.60% |
| TIEDEMANN ADVISORS, LLC | 129,682 | $2,771,000 | 0.58% |