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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |