| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 13,159 | $378,979.2 | $473,130.53 | $94,151.33 | 24.84% |
Jeffrey Hanson Breakwater Capital Group | 20,700 | $633,992 | $746,752.5 | $112,760.5 | 17.79% |
David Bach River Street Advisors LLC | 18,345 | $442,665 | $660,603.45 | $217,938.45 | 49.23% |
NICOLE MARTIN Arlington Trust Co LLC | 17,500 | $375,900 | $628,775 | $252,875 | 67.27% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 7,992 | $200,786.82 | $287,352.36 | $86,565.54 | 43.11% |
| BATS Exchange | US Country |
The provided company description outlines a financial instrument designed to invest in a range of entities structured as master limited partnerships (MLPs), limited liability companies (LLCs), and corporations. These entities are cumulatively referred to as "MLP Interests". The investment strategy, named the Atlantic Trust Select MLP Strategy, focuses on selecting a basket of these interests with the goal of capturing returns for investors. This strategy implies a specialized focus on the energy sector, infrastructure, or other sectors where MLPs and similar structures are commonly utilized. Investments in MLPs and similar entities often aim to offer investors potential income distribution benefits along with growth, making them attractive for certain investment portfolios.
This strategy represents the core product offered, involving the selection and management of investments in master limited partnerships, limited liability companies, and corporations. The focus is on entities that are structured to provide potential returns through income distribution and growth, targeting sectors where these types of companies thrive. The strategy employs a rigorous selection process to find MLP Interests that may offer favorable returns to investors, leveraging the expertise of the management team in these specific market segments.