UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 63 filers reported holding UBS AG JERSEY BRH in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,706,000 | -89.5% | 121,163 | -89.3% | 0.00% | -88.9% |
| Q1 2019 | $25,787,000 | +17.0% | 1,135,000 | +1.8% | 0.01% | +12.5% |
| Q4 2018 | $22,044,000 | -15.5% | 1,115,000 | +2.8% | 0.01% | 0.0% |
| Q3 2018 | $26,094,000 | +158.7% | 1,085,000 | +146.6% | 0.01% | +166.7% |
| Q2 2018 | $10,085,000 | -55.0% | 440,000 | -58.5% | 0.00% | -62.5% |
| Q1 2018 | $22,398,000 | -20.2% | 1,060,000 | -8.6% | 0.01% | -20.0% |
| Q4 2017 | $28,060,000 | +6395.4% | 1,160,000 | +10491.7% | 0.01% | – |
| Q4 2013 | $432,000 | -9.8% | 10,952 | -11.2% | 0.00% | – |
| Q3 2013 | $479,000 | +34.2% | 12,336 | +35.6% | 0.00% | – |
| Q2 2013 | $357,000 | – | 9,098 | – | 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% |