UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 114 filers reported holding UBS AG JERSEY BRH in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,000 | +33.3% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | -99.1% | 151 | -98.8% | 0.00% | -98.7% |
| Q3 2015 | $336,000 | -37.8% | 12,416 | -19.3% | 0.08% | -38.7% |
| Q2 2015 | $540,000 | -12.2% | 15,388 | -5.0% | 0.12% | -27.1% |
| Q1 2015 | $615,000 | +4.2% | 16,205 | +11.6% | 0.17% | -20.9% |
| Q4 2014 | $590,000 | – | 14,527 | – | 0.22% | – |
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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% |