UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 98 filers reported holding UBS AG JERSEY BRH in Q3 2014. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $8,103,000 | +37.7% | 309,734 | +42.4% | 0.01% | +28.6% |
| Q3 2015 | $5,886,000 | -24.1% | 217,535 | -1.5% | 0.01% | -12.5% |
| Q2 2015 | $7,753,000 | -2.7% | 220,820 | +5.1% | 0.01% | 0.0% |
| Q1 2015 | $7,970,000 | -5.7% | 210,064 | +0.9% | 0.01% | 0.0% |
| Q4 2014 | $8,453,000 | -20.8% | 208,195 | -10.8% | 0.01% | -11.1% |
| Q3 2014 | $10,677,000 | +5.3% | 233,517 | +2.6% | 0.01% | +12.5% |
| Q2 2014 | $10,144,000 | +5.1% | 227,536 | -6.1% | 0.01% | -11.1% |
| Q1 2014 | $9,652,000 | -32.0% | 242,324 | -32.7% | 0.01% | -30.8% |
| Q4 2013 | $14,191,000 | +60.7% | 359,906 | +58.2% | 0.01% | +44.4% |
| Q3 2013 | $8,829,000 | +27.0% | 227,445 | +28.5% | 0.01% | +28.6% |
| Q2 2013 | $6,952,000 | +170.1% | 177,010 | +164.0% | 0.01% | +133.3% |
| Q1 2013 | $2,574,000 | – | 67,044 | – | 0.00% | – |
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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% |