UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 95 filers reported holding UBS AG JERSEY BRH in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $932,000 | -1.4% | 46,873 | -4.1% | 0.12% | -13.5% |
Q3 2019 | $945,000 | -15.7% | 48,871 | -1.4% | 0.13% | -17.4% |
Q2 2019 | $1,121,000 | +2.9% | 49,552 | +0.4% | 0.16% | 0.0% |
Q1 2019 | $1,089,000 | +0.7% | 49,332 | +0.7% | 0.16% | +0.6% |
Q4 2018 | $1,081,000 | +2.2% | 48,981 | -0.4% | 0.16% | +1.9% |
Q3 2018 | $1,058,000 | -4.1% | 49,197 | +2.2% | 0.16% | -8.2% |
Q2 2018 | $1,103,000 | +35.3% | 48,130 | +24.8% | 0.17% | +22.1% |
Q1 2018 | $815,000 | -30.4% | 38,581 | -20.3% | 0.14% | -26.7% |
Q4 2017 | $1,171,000 | +28.3% | 48,412 | +33.3% | 0.19% | +22.4% |
Q3 2017 | $913,000 | +795.1% | 36,318 | +867.2% | 0.16% | +477.8% |
Q2 2017 | $102,000 | -88.8% | 3,755 | -88.0% | 0.03% | -89.6% |
Q1 2017 | $914,000 | +8.3% | 31,331 | +5.5% | 0.26% | -15.9% |
Q4 2016 | $844,000 | +52.1% | 29,695 | +51.8% | 0.31% | +40.0% |
Q3 2016 | $555,000 | +34.1% | 19,557 | +33.6% | 0.22% | +10.6% |
Q2 2016 | $414,000 | +43.3% | 14,637 | +21.9% | 0.20% | +32.7% |
Q1 2016 | $289,000 | -1.0% | 12,006 | +7.7% | 0.15% | +7.9% |
Q4 2015 | $292,000 | +394.9% | 11,144 | +407.5% | 0.14% | +321.2% |
Q3 2015 | $59,000 | -23.4% | 2,196 | 0.0% | 0.03% | -5.7% |
Q2 2015 | $77,000 | – | 2,196 | – | 0.04% | – |
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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% |