UBS AG JERSEY BRH's ticker is MLPI and the CUSIP is 902641646. A total of 130 filers reported holding UBS AG JERSEY BRH in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $1,000 | -50.0% | 10,928 | 0.0% | 0.00% | – |
Q4 2019 | $2,000 | 0.0% | 10,928 | -1.0% | 0.00% | – |
Q3 2019 | $2,000 | 0.0% | 11,039 | +1.0% | 0.00% | – |
Q2 2019 | $2,000 | 0.0% | 10,928 | 0.0% | 0.00% | – |
Q1 2019 | $2,000 | 0.0% | 10,928 | 0.0% | 0.00% | – |
Q4 2018 | $2,000 | -60.0% | 10,928 | -50.3% | 0.00% | – |
Q3 2018 | $5,000 | 0.0% | 21,984 | 0.0% | 0.00% | – |
Q2 2018 | $5,000 | +150.0% | 21,984 | +72.6% | 0.00% | – |
Q1 2018 | $2,000 | 0.0% | 12,736 | +15.9% | 0.00% | – |
Q4 2017 | $2,000 | -60.0% | 10,992 | -50.0% | 0.00% | – |
Q3 2017 | $5,000 | 0.0% | 21,979 | -3.4% | 0.00% | – |
Q2 2017 | $5,000 | 0.0% | 22,763 | +6.3% | 0.00% | – |
Q1 2017 | $5,000 | 0.0% | 21,408 | +7.4% | 0.00% | – |
Q4 2016 | $5,000 | 0.0% | 19,935 | 0.0% | 0.00% | – |
Q3 2016 | $5,000 | 0.0% | 19,935 | 0.0% | 0.00% | – |
Q2 2016 | $5,000 | +25.0% | 19,935 | 0.0% | 0.00% | – |
Q1 2016 | $4,000 | -20.0% | 19,935 | 0.0% | 0.00% | – |
Q4 2015 | $5,000 | -81.5% | 19,935 | -74.4% | 0.00% | – |
Q2 2015 | $27,000 | -99.5% | 77,720 | -50.2% | 0.00% | -100.0% |
Q1 2015 | $5,916,000 | +66.0% | 155,952 | +77.7% | 0.00% | +100.0% |
Q4 2014 | $3,563,000 | +762.7% | 87,783 | +871.7% | 0.00% | – |
Q3 2014 | $413,000 | – | 9,034 | – | 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% |