UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 89 filers reported holding UBS AG JERSEY BRH in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $26,000 | -16.1% | 2,725 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $31,000 | +40.9% | 2,725 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $22,000 | -58.5% | 2,725 | 0.0% | 0.01% | -44.4% |
| Q4 2019 | $53,000 | -7.0% | 2,725 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $57,000 | -6.6% | 2,725 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $61,000 | -1.6% | 2,725 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $62,000 | -4.6% | 2,725 | -17.0% | 0.01% | -21.4% |
| Q4 2018 | $65,000 | -24.4% | 3,285 | -8.4% | 0.01% | 0.0% |
| Q3 2018 | $86,000 | +4.9% | 3,585 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $82,000 | -4.7% | 3,585 | -12.2% | 0.02% | -6.2% |
| Q1 2018 | $86,000 | -13.1% | 4,085 | 0.0% | 0.02% | -11.1% |
| Q4 2017 | $99,000 | -3.9% | 4,085 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $103,000 | -5.5% | 4,085 | 0.0% | 0.02% | -13.6% |
| Q2 2017 | $109,000 | -8.4% | 4,085 | 0.0% | 0.02% | -8.3% |
| Q1 2017 | $119,000 | +2.6% | 4,085 | 0.0% | 0.02% | -4.0% |
| Q4 2016 | $116,000 | +28.9% | 4,085 | +28.9% | 0.02% | +31.6% |
| Q3 2016 | $90,000 | – | 3,170 | – | 0.02% | – |
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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% |