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Rekenthaler Report

The Taxman Says, Don't Trade!

John Rekenthaler

Under Deliberation
I am considering a trade. In spring 2016, I swapped company stock for two energy-pipeline funds, Alerian MLP (AMLP) (an exchange-traded fund) and ClearBridge Energy MLP Opportunity (EMO) (a closed-end fund). The deal, discussed briefly at the conclusion of this column, involved 5% of my portfolio, split evenly between the two funds. I am now considering selling those positions.

My thoughts at the time were as follows:

John Rekenthaler has a position in the following securities mentioned above: AMLP CBA. Find out about Morningstar's editorial policies.