CREDIT SUISSE NASSAU BRH's ticker is MLPN and the CUSIP is 22542D852.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $1,217,000 | +1.1% | 56,282 | -0.5% | 0.79% | +0.3% |
| Q2 2016 | $1,204,000 | +28.9% | 56,559 | +0.0% | 0.79% | +20.2% |
| Q1 2016 | $934,000 | -13.1% | 56,531 | -2.1% | 0.66% | -17.0% |
| Q4 2015 | $1,075,000 | -38.0% | 57,765 | -31.6% | 0.79% | -42.4% |
| Q3 2015 | $1,734,000 | -51.7% | 84,449 | -33.4% | 1.37% | -48.5% |
| Q2 2015 | $3,592,000 | +0.9% | 126,847 | +8.3% | 2.66% | -7.3% |
| Q1 2015 | $3,560,000 | +8.6% | 117,174 | +14.1% | 2.86% | -5.7% |
| Q4 2014 | $3,279,000 | – | 102,682 | – | 3.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRIGHTON JONES LLC | 2,656,807 | $57,440,172,000 | 9.28% |
| Mosaic Financial Partners, Inc. | 497,340 | $10,752,000 | 6.56% |
| Klingman & Associates, LLC | 729,764 | $15,777,000 | 4.75% |
| Simplicity Solutions, LLC | 113,360 | $2,451,000 | 1.19% |
| COMMERCE BANK | 2,654,079 | $57,381,000 | 0.89% |
| INSPIRION WEALTH ADVISORS, LLC | 56,282 | $1,217,000 | 0.79% |
| Gilman Hill Asset Management, LLC | 90,087 | $1,948,000 | 0.75% |
| Kalos Management, Inc. | 37,259 | $806,000 | 0.69% |
| DAVIDSON & GARRARD INC | 110,982 | $2,399,000 | 0.60% |
| TIEDEMANN ADVISORS, LLC | 129,682 | $2,771,000 | 0.58% |