•  
  • AMZ Index     257.08
  • AMZ Net Change     -3.73
  • AMZ Net Change %     -1.43%
  • AMZ WTD   -1.16%
  • AMZ YTD   -19.16%
  • As of Date   11/21/2017

a

PORTFOLIO
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Base Portfolios
Investment

Rate Change

Rate Change Portfolio Impact

Income Next 12 Months

$ 8,937
Income Year2

$ 7,223
 
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 % $ 16,666.67 652 $ 1,917.81 $ 383.56 $ 0.00 $ 0.00 K-1 % Remove
Natural Gas Natural Gas CEQP Crestwood Equity Partners LP % $ 16,666.67 730 $ 1,754.39 $ 350.88 $ 1,754.39 $ 350.88 K-1 % Remove
Natural Gas Natural Gas EQGP EQT GP Holdings % $ 16,666.67 640 $ 583.11 $ 116.62 $ 736.90 $ 147.38 K-1 % Remove
Oil & Gas Oil & Gas ETE Energy Transfer Equity LP % $ 16,666.67 1038 $ 1,225.34 $ 245.07 $ 1,183.80 $ 236.76 K-1 % Remove
Oil & Gas Oil & Gas NSH NuStar GP Holdings, LLC % $ 16,666.67 1133 $ 2,471.66 $ 494.33 $ 2,471.66 $ 494.33 K-1 % Remove
Oil & Gas Oil & Gas WGP Western Gas Equity Partners LP % $ 16,666.67 458 $ 984.97 $ 196.99 $ 1,076.60 $ 215.32 K-1 % Remove
Total 100.0% $ 100,000.00   $ 8,937.27 $ 1,787.45 $ 7,223.34 $ 1,444.67

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