UBS AG JERSEY BRH
(902641646)
Funds Reporting Holdings of UBS AG JERSEY BRH according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
JMG Financial Group Ltd | 795,388 | $17,761k | Jun 30, 2019 | Aug 2, 2019 | |
Signature Estate & Investment Advisors LLC | 752,198 | $16,797k | Jun 30, 2019 | Aug 1, 2019 | |
NBW Capital LLC | 741,564 | $16,559k | Jun 30, 2019 | Aug 5, 2019 | |
Klingman and Associates LLC | 445,222 | $9,942k | Jun 30, 2019 | Jul 24, 2019 | |
Cobiz Wealth LLC | 44,416 | $992k | Jun 30, 2019 | Jul 8, 2019 | |
Transamerica Financial Advisors Inc | 32,858 | $734k | Jun 30, 2019 | Aug 21, 2019 | |
Selway Asset Management Inc | 23,650 | $528k | Jun 30, 2019 | Jul 30, 2019 | |
1919 Investment Counsel LLC | 677 | $31k | Sep 30, 2014 | Nov 14, 2014 |