•  
  • AMZ Index     307.39
  • AMZ Net Change     -3.58
  • AMZ Net Change %     -1.15%
  • AMZ WTD   -0.59%
  • AMZ YTD   -3.35%
  • As of Date   5/25/2017

a

PORTFOLIO
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Base Portfolios
Investment

Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 6,594
Income Year2

$ 5,708
 
General Partners – K1
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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 % $ 16,666.67 585 $ 1,287.45 $ 257.49 $ 0.00 $ 0.00 K-1 % Remove
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 16,666.67 685 $ 1,646.09 $ 329.22 $ 1,646.09 $ 329.22 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 16,666.67 648 $ 492.87 $ 98.57 $ 745.78 $ 149.16 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 16,666.67 909 $ 1,036.55 $ 207.31 $ 1,036.55 $ 207.31 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 16,666.67 634 $ 1,384.13 $ 276.83 $ 1,384.13 $ 276.83 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 16,666.67 381 $ 747.18 $ 149.44 $ 895.85 $ 179.17 K-1 % Remove
Total 100.0% $ 100,000.00   $ 6,594.27 $ 1,318.85 $ 5,708.41 $ 1,141.68

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