UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 101 filers reported holding UBS AG JERSEY BRH in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $153,000 | -14.0% | 15,515 | 0.0% | 0.02% | -27.6% |
| Q2 2020 | $178,000 | +41.3% | 15,515 | 0.0% | 0.03% | +11.5% |
| Q1 2020 | $126,000 | -58.0% | 15,515 | 0.0% | 0.03% | -50.0% |
| Q4 2019 | $300,000 | -30.2% | 15,515 | -18.0% | 0.05% | -54.8% |
| Q1 2019 | $430,000 | -18.3% | 18,925 | -13.4% | 0.12% | +53.3% |
| Q3 2018 | $526,000 | +110.4% | 21,861 | +100.2% | 0.08% | -1.3% |
| Q2 2018 | $250,000 | +8.7% | 10,919 | +0.1% | 0.08% | +7.0% |
| Q1 2018 | $230,000 | -12.9% | 10,904 | 0.0% | 0.07% | +7.6% |
| Q4 2017 | $264,000 | -30.2% | 10,904 | -27.4% | 0.07% | -46.8% |
| Q3 2017 | $378,000 | -6.9% | 15,028 | -1.3% | 0.12% | -16.2% |
| Q2 2017 | $406,000 | -20.7% | 15,233 | -13.1% | 0.15% | -26.4% |
| Q1 2017 | $512,000 | +48.4% | 17,533 | +44.4% | 0.20% | +17.5% |
| Q4 2016 | $345,000 | +5.2% | 12,143 | +5.1% | 0.17% | +4.9% |
| Q3 2016 | $328,000 | – | 11,551 | – | 0.16% | – |
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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% |