UBS AG JERSEY BRH's ticker is DJCI and the CUSIP is 902641679.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $357,000 | +133.3% | 27,106 | +112.6% | 0.00% | – |
| Q2 2020 | $153,000 | -26.1% | 12,750 | -7.4% | 0.00% | – |
| Q1 2019 | $207,000 | +16.3% | 13,773 | +10.4% | 0.00% | -100.0% |
| Q1 2016 | $178,000 | -66.4% | 12,480 | -66.4% | 0.00% | -66.7% |
| Q4 2015 | $529,000 | +53.3% | 37,187 | +101.0% | 0.00% | +50.0% |
| Q2 2015 | $345,000 | -30.0% | 18,501 | -32.2% | 0.00% | -50.0% |
| Q1 2015 | $493,000 | -51.2% | 27,294 | -40.6% | 0.00% | -60.0% |
| Q3 2014 | $1,011,000 | – | 45,978 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 515,866 | $8,031,000 | 4.21% |
| Pinnacle Advisory Group, Inc. | 77,629 | $1,204,000 | 0.08% |
| MORGAN STANLEY | 10,499,054 | $162,802,000 | 0.02% |
| Asset Dedication, LLC | 698 | $11,000 | 0.01% |
| Live Your Vision, LLC | 1,000 | $16,000 | 0.01% |
| AMERIPRISE FINANCIAL INC | 105,122 | $1,589,000 | 0.00% |
| BESSEMER GROUP INC | 1,860 | $29,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 60 | $1,000 | 0.00% |
| Parallax Volatility Advisers, L.P. | 1 | $0 | 0.00% |
| Advisor Group, Inc. | 350 | $5,000 | 0.00% |