UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 134 filers reported holding UBS AG JERSEY BRH in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $208,000 | -10.0% | 9,173 | -3.9% | 0.12% | -14.5% |
| Q4 2017 | $231,000 | -49.5% | 9,547 | -47.5% | 0.14% | -51.5% |
| Q3 2017 | $457,000 | -14.6% | 18,184 | -9.3% | 0.30% | -19.2% |
| Q2 2017 | $535,000 | -21.9% | 20,053 | -14.6% | 0.37% | -25.7% |
| Q1 2017 | $685,000 | +2.7% | 23,473 | 0.0% | 0.50% | +3.1% |
| Q4 2016 | $667,000 | +0.2% | 23,473 | 0.0% | 0.48% | -2.8% |
| Q3 2016 | $666,000 | -9.3% | 23,473 | -9.6% | 0.50% | -17.3% |
| Q2 2016 | $734,000 | +17.6% | 25,952 | 0.0% | 0.60% | +13.0% |
| Q1 2016 | $624,000 | -10.9% | 25,952 | -3.0% | 0.53% | -10.4% |
| Q4 2015 | $700,000 | – | 26,755 | – | 0.59% | – |
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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% |