UBS AG LONDON BRH's ticker is AMU and the CUSIP is 90267B682.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $235,000 | +16.9% | 15,564 | +34.2% | 0.03% | +16.7% |
| Q4 2017 | $201,000 | -67.2% | 11,600 | -66.4% | 0.02% | -70.0% |
| Q3 2017 | $613,000 | +86.9% | 34,503 | +97.0% | 0.08% | +73.9% |
| Q2 2017 | $328,000 | -67.4% | 17,518 | -64.7% | 0.05% | -68.5% |
| Q1 2017 | $1,007,000 | +22.4% | 49,570 | +19.7% | 0.15% | +11.5% |
| Q4 2016 | $823,000 | – | 41,411 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VICUS CAPITAL | 483,114 | $15,948,000 | 5.14% |
| Marquette Asset Management, LLC | 22,924 | $757,000 | 0.31% |
| EAGLE GLOBAL ADVISORS LLC | 282,085 | $9,312,000 | 0.24% |
| CONGRESS ASSET MANAGEMENT CO /MA | 267,846 | $8,842,000 | 0.22% |
| STEPHENS INC /AR/ | 51,818 | $1,711,000 | 0.09% |
| FIFTH THIRD BANCORP | 261,040 | $8,617,000 | 0.08% |
| NATIXIS ADVISORS, L.P. | 140,053 | $4,623,000 | 0.07% |
| WELLS FARGO & COMPANY/MN | 2,873,234 | $94,848,000 | 0.04% |
| FineMark National Bank & Trust | 6,892 | $228,000 | 0.04% |
| Financial Architects, Inc | 1,600 | $53,000 | 0.03% |