UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 73 filers reported holding UBS AG JERSEY BRH in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
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 | 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% |