Capital Investment Advisors, LLC - UBS AG JERSEY BRH ownership

UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 121 filers reported holding UBS AG JERSEY BRH in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of UBS AG JERSEY BRH
ValueSharesWeighting
Q3 2020$710,000
-20.8%
75,836
-3.1%
0.03%
-26.1%
Q2 2020$897,000
-54.4%
78,274
-67.6%
0.05%
-63.2%
Q1 2020$1,966,000
-65.4%
241,579
-17.3%
0.12%
-54.4%
Q4 2019$5,674,000
-16.4%
292,186
-10.3%
0.27%
-23.0%
Q3 2019$6,789,000
-8.8%
325,633
-2.4%
0.36%
-12.7%
Q2 2019$7,448,000
-2.6%
333,547
-0.9%
0.41%
-8.5%
Q1 2019$7,647,000
+15.7%
336,576
+0.7%
0.45%
+1.1%
Q4 2018$6,608,000
-19.2%
334,256
-1.7%
0.44%
-8.5%
Q3 2018$8,179,000
-16.1%
340,078
-20.0%
0.48%
-20.6%
Q2 2018$9,746,000
+4.7%
425,204
-3.4%
0.61%0.0%
Q1 2018$9,305,000
-23.9%
440,347
-12.9%
0.61%
-23.9%
Q4 2017$12,231,000
-10.9%
505,618
-7.4%
0.80%
-15.4%
Q3 2017$13,733,000
-19.1%
546,278
-14.2%
0.94%
-22.5%
Q2 2017$16,968,000
+1.7%
636,466
+11.3%
1.22%
-3.9%
Q1 2017$16,690,000
+15.8%
571,974
+12.7%
1.27%
+4.1%
Q4 2016$14,418,000
+5.2%
507,500
+5.1%
1.22%
+0.7%
Q3 2016$13,706,000
+0.8%
482,773
+0.4%
1.21%
-5.2%
Q2 2016$13,593,000
+20.4%
480,830
+2.4%
1.27%
+14.6%
Q1 2016$11,288,000
-0.6%
469,371
+8.1%
1.11%
-4.9%
Q4 2015$11,355,000
+1.9%
434,046
+5.4%
1.17%
-6.6%
Q3 2015$11,147,000
-16.2%
411,926
+8.8%
1.25%
-12.6%
Q2 2015$13,294,000
-2.7%
378,626
+5.1%
1.43%
-1.0%
Q1 2015$13,666,000
+4.6%
360,193
+11.9%
1.45%
+0.1%
Q4 2014$13,063,000
-0.1%
321,752
+12.5%
1.44%
-3.4%
Q3 2014$13,072,000
+8.7%
285,906
+5.9%
1.50%
+8.6%
Q2 2014$12,030,000
-99.9%
269,852
+6.2%
1.38%
+8.4%
Q1 2014$10,116,380,000
+122211.4%
253,989
+21.1%
1.27%
+15.9%
Q4 2013$8,271,000209,7721.10%
Other shareholders
UBS AG JERSEY BRH shareholders Q2 2016
NameSharesValueWeighting ↓
Glassman Wealth Services 528,012$21,437,00015.54%
INTEGRATED WEALTH COUNSEL, LLC 271,173$11,010,00013.24%
ASPIRIANT, LLC 2,342,751$95,116,00012.72%
Homrich & Berg 2,222,215$90,222,0009.14%
ARS Wealth Advisors, LLC 501,382$20,356,0008.81%
Mosaic Financial Partners, Inc. 278,022$11,287,0007.66%
Diversified Trust Co 1,526,379$61,971,0005.61%
NBW CAPITAL LLC 539,999$21,924,0005.03%
ALESCO ADVISORS LLC 802,107$32,566,0003.07%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 211,188$8,574,0002.85%
View complete list of UBS AG JERSEY BRH shareholders