UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 1 filers reported holding UBS AG JERSEY BRH in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $9,000 | -83.9% | 98,972 | -79.9% | 0.00% | – |
| Q2 2020 | $56,000 | -39.8% | 492,380 | -57.1% | 0.00% | – |
| Q1 2020 | $93,000 | -75.6% | 1,147,691 | -41.6% | 0.00% | – |
| Q4 2019 | $381,000 | -32.4% | 1,963,937 | -27.4% | 0.00% | – |
| Q3 2019 | $564,000 | +5.2% | 2,705,160 | +12.7% | 0.00% | – |
| Q2 2019 | $536,000 | +2.1% | 2,399,268 | +3.9% | 0.00% | – |
| Q1 2019 | $525,000 | +8.0% | 2,310,105 | -6.1% | 0.00% | – |
| Q4 2018 | $486,000 | -41.3% | 2,459,900 | -28.6% | 0.00% | – |
| Q3 2018 | $828,000 | -0.5% | 3,443,113 | -5.2% | 0.00% | – |
| Q2 2018 | $832,000 | +0.2% | 3,633,806 | -7.6% | 0.00% | – |
| Q1 2018 | $830,000 | -99.1% | 3,930,734 | -1.1% | 0.00% | -100.0% |
| Q4 2017 | $96,110,000 | -19.4% | 3,973,130 | -16.2% | 0.02% | -15.8% |
| Q3 2017 | $119,244,000 | -14.1% | 4,743,209 | -8.9% | 0.02% | -32.1% |
| Q2 2017 | $138,867,000 | -11.6% | 5,208,785 | -3.3% | 0.03% | -9.7% |
| Q1 2017 | $157,166,000 | +8.3% | 5,386,107 | +5.4% | 0.03% | 0.0% |
| Q4 2016 | $145,122,000 | +8.4% | 5,108,172 | +8.4% | 0.03% | +6.9% |
| Q3 2016 | $133,819,000 | +4.7% | 4,713,589 | +4.2% | 0.03% | -3.3% |
| Q2 2016 | $127,825,000 | +15.7% | 4,521,441 | -1.6% | 0.03% | +11.1% |
| Q1 2016 | $110,473,000 | -14.9% | 4,593,520 | -7.4% | 0.03% | -12.9% |
| Q4 2015 | $129,746,000 | +4.6% | 4,959,683 | +8.2% | 0.03% | 0.0% |
| Q3 2015 | $124,067,000 | -28.5% | 4,584,842 | -7.2% | 0.03% | -45.6% |
| Q2 2015 | $173,540,000 | -9.2% | 4,942,776 | -1.9% | 0.06% | -10.9% |
| Q1 2015 | $191,176,000 | -0.7% | 5,038,908 | +6.3% | 0.06% | -7.2% |
| Q4 2014 | $192,519,000 | +7.8% | 4,741,820 | +21.4% | 0.07% | +19.0% |
| Q3 2014 | $178,626,000 | +11.4% | 3,906,953 | +8.7% | 0.06% | +13.7% |
| Q2 2014 | $160,288,000 | +30.2% | 3,595,514 | +16.4% | 0.05% | +10.9% |
| Q1 2014 | $123,083,000 | +22.4% | 3,090,223 | +21.2% | 0.05% | +27.8% |
| Q4 2013 | $100,530,000 | +29.5% | 2,549,567 | +27.5% | 0.04% | +16.1% |
| Q3 2013 | $77,654,000 | +27.2% | 2,000,340 | +28.7% | 0.03% | +19.2% |
| Q2 2013 | $61,057,000 | – | 1,554,391 | – | 0.03% | – |
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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% |