UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 52 filers reported holding UBS AG JERSEY BRH in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,000 | -95.7% | 374 | -96.8% | 0.00% | – |
| Q1 2020 | $94,000 | -97.9% | 11,530 | -94.9% | 0.00% | -100.0% |
| Q4 2019 | $4,398,000 | +32.8% | 226,463 | +42.6% | 0.00% | 0.0% |
| Q3 2019 | $3,311,000 | +0.3% | 158,808 | +6.4% | 0.00% | 0.0% |
| Q2 2019 | $3,302,000 | +4.7% | 149,279 | +7.6% | 0.00% | 0.0% |
| Q1 2019 | $3,153,000 | +10.4% | 138,749 | -3.9% | 0.00% | 0.0% |
| Q4 2018 | $2,855,000 | -14.5% | 144,410 | +4.0% | 0.00% | 0.0% |
| Q3 2018 | $3,340,000 | -53.9% | 138,892 | -56.1% | 0.00% | 0.0% |
| Q2 2018 | $7,244,000 | +1421.8% | 316,068 | +1303.4% | 0.00% | – |
| Q1 2018 | $476,000 | -31.1% | 22,522 | -21.1% | 0.00% | – |
| Q4 2017 | $691,000 | -78.9% | 28,549 | -78.2% | 0.00% | -100.0% |
| Q3 2017 | $3,273,000 | +4.1% | 130,691 | +10.9% | 0.00% | 0.0% |
| Q2 2017 | $3,143,000 | -13.2% | 117,894 | -5.1% | 0.00% | 0.0% |
| Q1 2017 | $3,623,000 | -79.7% | 124,172 | -80.2% | 0.00% | -75.0% |
| Q4 2016 | $17,815,000 | -48.9% | 627,067 | -48.9% | 0.00% | -55.6% |
| Q3 2016 | $34,856,000 | +3635.9% | 1,227,747 | +3621.8% | 0.01% | – |
| Q2 2016 | $933,000 | +150.8% | 32,988 | +113.6% | 0.00% | – |
| Q1 2016 | $372,000 | -43.6% | 15,444 | -38.6% | 0.00% | – |
| Q4 2015 | $659,000 | -75.3% | 25,155 | -74.5% | 0.00% | -100.0% |
| Q3 2015 | $2,668,000 | -41.3% | 98,620 | -23.8% | 0.00% | 0.0% |
| Q2 2015 | $4,545,000 | -39.9% | 129,447 | -35.0% | 0.00% | -50.0% |
| Q1 2015 | $7,558,000 | -11.1% | 199,219 | -4.9% | 0.00% | 0.0% |
| Q4 2014 | $8,504,000 | -2.6% | 209,475 | +9.7% | 0.00% | 0.0% |
| Q3 2014 | $8,728,000 | -2.1% | 190,895 | -4.5% | 0.00% | 0.0% |
| Q2 2014 | $8,915,000 | +11.0% | 199,967 | -0.8% | 0.00% | 0.0% |
| Q1 2014 | $8,032,000 | +1.2% | 201,647 | +0.2% | 0.00% | 0.0% |
| Q4 2013 | $7,938,000 | +3.3% | 201,330 | +1.7% | 0.00% | 0.0% |
| Q3 2013 | $7,683,000 | -0.6% | 197,896 | +0.5% | 0.00% | 0.0% |
| Q2 2013 | $7,731,000 | – | 196,815 | – | 0.00% | – |
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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% |