•  
  • AMZ Index     299.22
  • AMZ Net Change     1.04
  • AMZ Net Change %     0.35%
  • AMZ WTD   0.35%
  • AMZ YTD   -5.91%
  • As of Date   7/24/2017

a

PORTFOLIO
Custom Portfolios
Add/Delete Portfolio
Base Portfolios
Investment

Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 6,953
Income Year2

$ 5,829
 
General Partners – K1
Recalculate
Save
Add to portfolio:    
Commodity Value Chain Ticker Name Weight % Weight $ # of Shares Estimated
Year 1 Income
Estimated
Year 1 Taxable Income
Estimated
Year 2 Income
Estimated
Year 2 Taxable Income
Income Type Tax Shield
Coal Coal AHGP Alliance Holdings GP LP % $ 16,666.67 659 $ 1,451.57 $ 290.31 $ 0.00 $ 0.00 K-1 % Remove
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 16,666.67 674 $ 1,619.43 $ 323.89 $ 1,619.43 $ 323.89 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 16,666.67 593 $ 450.93 $ 90.19 $ 682.33 $ 136.47 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 16,666.67 945 $ 1,077.71 $ 215.54 $ 1,077.71 $ 215.54 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 16,666.67 693 $ 1,510.74 $ 302.15 $ 1,510.74 $ 302.15 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 16,666.67 399 $ 842.72 $ 168.54 $ 938.57 $ 187.71 K-1 % Remove
Total 100.0% $ 100,000.00   $ 6,953.10 $ 1,390.62 $ 5,828.79 $ 1,165.76

Stay Informed!

Sign up for our newsletter to stay informed with what has happened this month.