UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 133 filers reported holding UBS AG JERSEY BRH in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |