•  
  • AMZ Index     279.56
  • AMZ Net Change     0.43
  • AMZ Net Change %     0.15%
  • AMZ WTD   -1.14%
  • AMZ YTD   -12.10%
  • As of Date   9/22/2017

a

PORTFOLIO
Custom Portfolios
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Base Portfolios
Investment

Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 7,634
Income Year2

$ 6,095
 
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 % $ 16,666.67 623 $ 1,822.04 $ 364.41 $ 0.00 $ 0.00 K-1 % Remove
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 16,666.67 684 $ 1,642.71 $ 328.54 $ 1,642.71 $ 328.54 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 16,666.67 585 $ 491.40 $ 98.28 $ 672.75 $ 134.55 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 16,666.67 961 $ 1,096.36 $ 219.27 $ 1,096.36 $ 219.27 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 16,666.67 773 $ 1,686.00 $ 337.20 $ 1,686.00 $ 337.20 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 16,666.67 424 $ 895.74 $ 179.15 $ 997.62 $ 199.52 K-1 % Remove
Total 100.0% $ 100,000.00   $ 7,634.25 $ 1,526.85 $ 6,095.45 $ 1,219.09

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