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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $248,000 | -14.8% | 9,311 | -9.0% | 0.01% | 0.0% |
| Q4 2016 | $291,000 | -25.4% | 10,234 | -25.6% | 0.01% | -22.2% |
| Q3 2016 | $390,000 | +6.3% | 13,753 | +5.9% | 0.01% | +12.5% |
| Q2 2016 | $367,000 | -0.3% | 12,989 | -15.1% | 0.01% | -20.0% |
| Q1 2016 | $368,000 | -72.6% | 15,304 | -70.2% | 0.01% | -56.5% |
| Q4 2015 | $1,343,000 | +36.5% | 51,341 | +41.2% | 0.02% | +43.8% |
| Q3 2015 | $984,000 | -37.2% | 36,351 | -18.5% | 0.02% | -42.9% |
| Q2 2015 | $1,567,000 | +245.2% | 44,619 | +272.7% | 0.03% | +211.1% |
| Q1 2015 | $454,000 | -49.3% | 11,972 | -38.9% | 0.01% | -47.1% |
| Q3 2014 | $896,000 | +244.6% | 19,599 | +192.7% | 0.02% | +466.7% |
| Q3 2013 | $260,000 | – | 6,695 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 528,012 | $21,437,000 | 15.54% |
| INTEGRATED WEALTH COUNSEL, LLC | 271,173 | $11,010,000 | 13.24% |
| ASPIRIANT, LLC | 2,342,751 | $95,116,000 | 12.72% |
| Homrich & Berg | 2,222,215 | $90,222,000 | 9.14% |
| ARS Wealth Advisors, LLC | 501,382 | $20,356,000 | 8.81% |
| Mosaic Financial Partners, Inc. | 278,022 | $11,287,000 | 7.66% |
| Diversified Trust Co | 1,526,379 | $61,971,000 | 5.61% |
| NBW CAPITAL LLC | 539,999 | $21,924,000 | 5.03% |
| ALESCO ADVISORS LLC | 802,107 | $32,566,000 | 3.07% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 211,188 | $8,574,000 | 2.85% |