UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 108 filers reported holding UBS AG JERSEY BRH in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $135,000 | -60.9% | 16,611 | -6.3% | 0.00% | -50.0% |
| Q4 2019 | $345,000 | -6.5% | 17,728 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $369,000 | -6.8% | 17,728 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $396,000 | -1.5% | 17,728 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $402,000 | +14.9% | 17,728 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $350,000 | -40.6% | 17,728 | -27.6% | 0.00% | -33.3% |
| Q3 2018 | $589,000 | +2.3% | 24,503 | -2.5% | 0.00% | 0.0% |
| Q2 2018 | $576,000 | +64.1% | 25,138 | +51.3% | 0.00% | +50.0% |
| Q1 2018 | $351,000 | -12.7% | 16,611 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $402,000 | -57.0% | 16,611 | -55.4% | 0.00% | -60.0% |
| Q3 2017 | $935,000 | -5.7% | 37,229 | 0.0% | 0.01% | -16.7% |
| Q2 2017 | $992,000 | -8.7% | 37,229 | -0.1% | 0.01% | -14.3% |
| Q1 2017 | $1,087,000 | +0.6% | 37,254 | -2.1% | 0.01% | 0.0% |
| Q4 2016 | $1,080,000 | -0.8% | 38,036 | -0.9% | 0.01% | 0.0% |
| Q3 2016 | $1,089,000 | +0.4% | 38,374 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $1,085,000 | +47.2% | 38,374 | +25.2% | 0.01% | +40.0% |
| Q1 2016 | $737,000 | -8.1% | 30,643 | +0.0% | 0.01% | 0.0% |
| Q4 2015 | $802,000 | – | 30,636 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 310,615 | $14,201,000 | 14.57% |
| ARS Wealth Advisors, LLC | 499,003 | $22,814,000 | 10.62% |
| ASPIRIANT, LLC | 1,445,847 | $66,104,000 | 9.23% |
| Mosaic Financial Partners, Inc. | 272,054 | $12,438,000 | 8.76% |
| McKinley Carter Wealth Services, Inc. | 193,195 | $8,833,000 | 8.38% |
| Homrich & Berg | 1,764,997 | $77,096,000 | 7.79% |
| Permanens Capital L.P. | 99,203 | $4,536,000 | 6.44% |
| HBK Sorce Advisory LLC | 231,927 | $10,604,000 | 3.83% |
| ALESCO ADVISORS LLC | 783,016 | $35,799,000 | 3.55% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 175,019 | $8,002,000 | 2.86% |