UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 110 filers reported holding UBS AG JERSEY BRH in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $13,000 | -58.1% | 1,599 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $31,000 | -84.3% | 1,599 | -83.2% | 0.00% | -84.6% |
| Q3 2019 | $198,000 | -53.5% | 9,524 | -49.7% | 0.01% | -77.6% |
| Q1 2019 | $426,000 | +34.4% | 18,936 | +16.3% | 0.06% | +205.3% |
| Q4 2018 | $317,000 | -12.2% | 16,282 | +8.4% | 0.02% | +26.7% |
| Q3 2018 | $361,000 | 0.0% | 15,014 | -4.7% | 0.02% | 0.0% |
| Q2 2018 | $361,000 | -14.0% | 15,760 | -9.3% | 0.02% | -21.1% |
| Q1 2018 | $420,000 | 0.0% | 17,375 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $420,000 | -51.7% | 17,375 | -49.7% | 0.02% | -45.7% |
| Q3 2017 | $869,000 | +41.5% | 34,560 | +50.1% | 0.04% | +34.6% |
| Q2 2017 | $614,000 | +32.6% | 23,019 | +45.1% | 0.03% | +30.0% |
| Q1 2017 | $463,000 | -34.0% | 15,863 | -35.7% | 0.02% | -41.2% |
| Q4 2016 | $701,000 | -2.6% | 24,679 | -2.7% | 0.03% | -8.1% |
| Q3 2016 | $720,000 | -37.8% | 25,353 | -38.0% | 0.04% | -43.1% |
| Q2 2016 | $1,157,000 | +171.6% | 40,923 | +116.1% | 0.06% | +12.1% |
| Q1 2016 | $426,000 | -28.2% | 18,936 | -16.5% | 0.06% | +45.0% |
| Q4 2015 | $593,000 | – | 22,682 | – | 0.04% | – |
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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% |