"During the three-month production period ended November 30, 2012, total sales volumes and realized oil, natural gas liquids and natural gas prices were lower than initial Trust estimates. This resulted in quarterly income available for distribution of $0.5968 per unit, which is $0.0732 below the subordination threshold. As a result, the distribution per common unit is the subordination threshold of $0.6700 for the quarter. "
$0.67 X 4 quarters = $2.68 divided by $13.74 per share price on 03/22/13 = 19.5% annual return.
Brown's report is something to consider, however, these type of O & G reserve / depletion estimates change all the time and even if accurate today, it is uncertain if or when the effect on distributions will be affected...might be a couple of years or more down the line. No guarantees in the oil patch. Operators still hit gushers and still drill dry holes. It's an inexact science at best.
I'm inclined to see this as a buying opportunity and average down.