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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $0 | -100.0% | 23 | -99.7% | 0.00% | -100.0% |
| Q4 2019 | $130,000 | -85.5% | 6,691 | -84.4% | 0.02% | -86.9% |
| Q3 2019 | $894,000 | -7.0% | 42,895 | -0.4% | 0.13% | -14.5% |
| Q2 2019 | $961,000 | -2.8% | 43,048 | -1.1% | 0.15% | -10.1% |
| Q1 2019 | $989,000 | -10.3% | 43,526 | -22.0% | 0.17% | -21.0% |
| Q4 2018 | $1,103,000 | +1228.9% | 55,796 | +1517.3% | 0.21% | +1326.7% |
| Q3 2018 | $83,000 | +5.1% | 3,450 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $79,000 | +172.4% | 3,450 | +147.7% | 0.02% | +114.3% |
| Q1 2018 | $29,000 | -67.0% | 1,393 | -61.6% | 0.01% | -69.6% |
| Q4 2017 | $88,000 | – | 3,623 | – | 0.02% | – |
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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% |