UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 114 filers reported holding UBS AG JERSEY BRH in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $393,000 | +3472.7% | 18,874 | +3056.2% | 0.00% | – |
| Q4 2018 | $11,000 | -87.6% | 598 | -84.5% | 0.00% | – |
| Q2 2018 | $89,000 | +345.0% | 3,867 | +363.7% | 0.00% | – |
| Q1 2018 | $20,000 | 0.0% | 834 | 0.0% | 0.00% | – |
| Q4 2017 | $20,000 | +17.6% | 834 | +39.0% | 0.00% | – |
| Q3 2016 | $17,000 | +6.2% | 600 | 0.0% | 0.00% | – |
| Q2 2016 | $16,000 | +14.3% | 600 | 0.0% | 0.00% | – |
| Q1 2016 | $14,000 | -89.6% | 600 | -88.4% | 0.00% | -100.0% |
| Q4 2015 | $135,000 | +743.8% | 5,193 | +765.5% | 0.00% | – |
| Q3 2015 | $16,000 | -91.5% | 600 | -88.8% | 0.00% | -100.0% |
| Q2 2015 | $188,000 | -5.5% | 5,371 | +2.3% | 0.00% | 0.0% |
| Q1 2015 | $199,000 | -45.9% | 5,251 | -42.1% | 0.00% | -66.7% |
| Q4 2014 | $368,000 | +776.2% | 9,072 | +868.2% | 0.00% | – |
| Q3 2014 | $42,000 | -41.7% | 937 | -42.6% | 0.00% | -100.0% |
| Q2 2014 | $72,000 | – | 1,631 | – | 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% |