UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $218,000 | -3.5% | 9,000 | 0.0% | 0.02% | -34.6% |
| Q3 2017 | $226,000 | -5.8% | 9,000 | 0.0% | 0.03% | +8.3% |
| Q2 2017 | $240,000 | -8.7% | 9,000 | 0.0% | 0.02% | -11.1% |
| Q1 2017 | $263,000 | +2.7% | 9,000 | 0.0% | 0.03% | -22.9% |
| Q4 2016 | $256,000 | -17.9% | 9,000 | -18.2% | 0.04% | 0.0% |
| Q3 2016 | $312,000 | +0.3% | 11,000 | 0.0% | 0.04% | -10.3% |
| Q2 2016 | $311,000 | +17.4% | 11,000 | 0.0% | 0.04% | -11.4% |
| Q1 2016 | $265,000 | – | 11,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Glassman Wealth Services | 513,088 | $13,884,000 | 12.48% |
| INTEGRATED WEALTH COUNSEL, LLC | 218,511 | $5,913,000 | 9.90% |
| ASPIRIANT, LLC | 3,622,407 | $98,022,000 | 8.15% |
| ARS Wealth Advisors, LLC | 494,441 | $13,380,000 | 6.77% |
| Mosaic Financial Partners, Inc. | 370,784 | $10,033,000 | 6.40% |
| Homrich & Berg | 1,956,112 | $52,932,000 | 5.57% |
| Diversified Trust Co | 1,278,496 | $34,596,000 | 3.72% |
| ALESCO ADVISORS LLC | 1,057,503 | $28,616,000 | 2.61% |
| FIFTH THIRD BANCORP | 8,052,411 | $217,898,000 | 2.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 355,183 | $9,611,000 | 2.00% |