Avoid Fraud, Get The Facts, And Find The Best
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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

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