UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 95 filers reported holding UBS AG JERSEY BRH in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $295,000 | +13.9% | 31,533 | +39.4% | 0.04% | +14.3% |
| Q2 2020 | $259,000 | -3.7% | 22,613 | -31.6% | 0.04% | -16.7% |
| Q1 2020 | $269,000 | -60.4% | 33,077 | -5.5% | 0.04% | -47.5% |
| Q4 2019 | $679,000 | -61.4% | 34,993 | -58.6% | 0.08% | -62.4% |
| Q3 2019 | $1,761,000 | -3.8% | 84,442 | +3.1% | 0.21% | -0.9% |
| Q2 2019 | $1,830,000 | +13.5% | 81,940 | +15.5% | 0.22% | +14.4% |
| Q1 2019 | $1,612,000 | +16.7% | 70,957 | +1.6% | 0.19% | +13.3% |
| Q4 2018 | $1,381,000 | -20.1% | 69,865 | -2.8% | 0.17% | -17.8% |
| Q3 2018 | $1,729,000 | +1.5% | 71,890 | -3.4% | 0.20% | -3.3% |
| Q2 2018 | $1,704,000 | +6.9% | 74,385 | -1.4% | 0.21% | +4.5% |
| Q1 2018 | $1,594,000 | +24.3% | 75,464 | +42.4% | 0.20% | +24.2% |
| Q4 2017 | $1,282,000 | -32.2% | 53,011 | -29.5% | 0.16% | -32.4% |
| Q3 2017 | $1,891,000 | +1.4% | 75,231 | +7.6% | 0.24% | -0.8% |
| Q2 2017 | $1,864,000 | +16.4% | 69,886 | +27.3% | 0.24% | +18.8% |
| Q1 2017 | $1,602,000 | +18.7% | 54,905 | +15.5% | 0.20% | +8.0% |
| Q4 2016 | $1,350,000 | +14.0% | 47,520 | +13.9% | 0.19% | +14.7% |
| Q3 2016 | $1,184,000 | +12.1% | 41,711 | +11.7% | 0.16% | +8.7% |
| Q2 2016 | $1,056,000 | +73.1% | 37,351 | +47.5% | 0.15% | +78.6% |
| Q1 2016 | $610,000 | +2.2% | 25,326 | +11.0% | 0.08% | +1.2% |
| Q4 2015 | $597,000 | -68.7% | 22,807 | -67.6% | 0.08% | -72.7% |
| Q3 2015 | $1,905,000 | +73.0% | 70,379 | +124.4% | 0.30% | +93.6% |
| Q2 2015 | $1,101,000 | +0.1% | 31,358 | +8.1% | 0.16% | +1.3% |
| Q1 2015 | $1,100,000 | +27.5% | 28,999 | +36.3% | 0.16% | +23.0% |
| Q4 2014 | $863,000 | +20.2% | 21,269 | +35.5% | 0.13% | +3.3% |
| Q3 2014 | $718,000 | +71.0% | 15,698 | +66.8% | 0.12% | +87.7% |
| Q2 2014 | $420,000 | – | 9,411 | – | 0.06% | – |
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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% |