UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 121 filers reported holding UBS AG JERSEY BRH in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $9,000 | -18.2% | 1,000 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $11,000 | +37.5% | 1,000 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $8,000 | -57.9% | 1,000 | 0.0% | 0.00% | -60.0% |
| Q4 2019 | $19,000 | -9.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $21,000 | +600.0% | 1,000 | +900.0% | 0.01% | +400.0% |
| Q2 2016 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% |
| Q4 2015 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | – | 100 | – | 0.00% | – |
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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% |