Carroll Financial Associates, Inc. - UBS AG JERSEY BRH ownership

UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 100 filers reported holding UBS AG JERSEY BRH in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of UBS AG JERSEY BRH
ValueSharesWeighting
Q3 2019$139,000
-1.4%
6,678
+5.7%
0.01%0.0%
Q2 2019$141,000
+907.1%
6,315
+902.4%
0.01%
+1100.0%
Q1 2019$14,000
+7.7%
6300.0%0.00%0.0%
Q4 2018$13,000
-13.3%
6300.0%0.00%
-50.0%
Q3 2018$15,000
+7.1%
6300.0%0.00%
+100.0%
Q2 2018$14,000
+7.7%
6300.0%0.00%0.0%
Q1 2018$13,000
-27.8%
630
-16.3%
0.00%
-50.0%
Q4 2017$18,000
-25.0%
753
-21.0%
0.00%
-33.3%
Q3 2017$24,000
-4.0%
9530.0%0.00%0.0%
Q2 2017$25,000
-7.4%
9530.0%0.00%0.0%
Q1 2017$27,0000.0%9530.0%0.00%
-25.0%
Q4 2016$27,0000.0%9530.0%0.00%0.0%
Q3 2016$27,000
+3.8%
9530.0%0.00%0.0%
Q2 2016$26,000
-3.7%
953
-17.3%
0.00%
-20.0%
Q1 2016$27,000
-80.0%
1,153
-77.8%
0.01%
-82.1%
Q4 2015$135,000
-96.9%
5,193
-96.6%
0.03%
-97.1%
Q3 2015$4,389,000
-18.6%
151,254
-1.5%
0.97%
-19.4%
Q2 2015$5,394,000
+340.0%
153,620
+375.4%
1.21%
+123.9%
Q1 2015$1,226,000
+45.3%
32,317
+51.4%
0.54%
+0.2%
Q4 2014$844,000
-65.9%
21,352
-62.6%
0.54%
-29.4%
Q3 2014$2,472,000
-14.0%
57,025
-11.6%
0.76%
-5.2%
Q2 2014$2,874,000
+26.9%
64,475
+13.4%
0.80%
+8.2%
Q1 2014$2,265,000
+22.0%
56,875
+20.8%
0.74%
+12.6%
Q4 2013$1,856,000
-16.8%
47,075
-18.1%
0.66%
-21.5%
Q3 2013$2,230,00057,450
-7.2%
0.84%
Q2 2013$061,9000.00%
Other shareholders
UBS AG JERSEY BRH shareholders Q1 2015
NameSharesValueWeighting ↓
Glassman Wealth Services 513,088$13,884,00012.48%
INTEGRATED WEALTH COUNSEL, LLC 218,511$5,913,0009.90%
ASPIRIANT, LLC 3,622,407$98,022,0008.15%
ARS Wealth Advisors, LLC 494,441$13,380,0006.77%
Mosaic Financial Partners, Inc. 370,784$10,033,0006.40%
Homrich & Berg 1,956,112$52,932,0005.57%
Diversified Trust Co 1,278,496$34,596,0003.72%
ALESCO ADVISORS LLC 1,057,503$28,616,0002.61%
FIFTH THIRD BANCORP 8,052,411$217,898,0002.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 355,183$9,611,0002.00%
View complete list of UBS AG JERSEY BRH shareholders