UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 111 filers reported holding UBS AG JERSEY BRH in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $25,000 | -56.1% | 1,052 | -49.9% | 0.00% | – |
| Q4 2016 | $57,000 | +256.2% | 2,100 | +265.2% | 0.00% | – |
| Q2 2016 | $16,000 | -87.0% | 575 | -88.8% | 0.00% | – |
| Q1 2016 | $123,000 | -34.2% | 5,114 | -28.5% | 0.00% | – |
| Q4 2015 | $187,000 | +266.7% | 7,149 | +281.1% | 0.00% | – |
| Q3 2015 | $51,000 | +183.3% | 1,876 | +265.7% | 0.00% | – |
| Q2 2015 | $18,000 | +50.0% | 513 | +62.9% | 0.00% | – |
| Q1 2015 | $12,000 | -58.6% | 315 | -55.6% | 0.00% | – |
| Q4 2014 | $29,000 | -93.7% | 710 | -92.9% | 0.00% | -100.0% |
| Q3 2014 | $457,000 | +2.5% | 10,000 | 0.0% | 0.00% | – |
| Q2 2014 | $446,000 | +12.1% | 10,000 | 0.0% | 0.00% | -100.0% |
| Q1 2014 | $398,000 | – | 10,000 | – | 0.00% | – |
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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% |