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Insider Information:   Malvey Kenneth P
Relationship:   Member of Investment C...
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   7    
Direct Shares   32,175    

Indirect Shares

   3,168      
Direct Value   $334,474    

Indirect Value

   $24,903      
Total Shares   35,343      
Total Value   $359,377      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $102 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $243,902 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $102 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $243,902
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    1   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   0.0   
     Percentage Gain/Loss :
   5.1%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Tortoise Energy Infrastructure C... TYG Member of Investment C... 2017-12-20 14,635 2017-12-20 297    Premium*  
            Tortoise North American Energy C... TYN Senior VP and Treasurer 2014-06-23 0 2014-06-23 0    Premium*  
            CorEnergy Infrastructure Trust CORR Senior VP 2011-09-02 6,750 2011-09-02 1,600    Premium*  
            Tortoise Power & Energy TPZ Member of Investment C... 2017-06-01 865 2017-06-01 114    Premium*  
            Tortoise Midstream Energy Closed... NTG Member of Investment C... 2017-06-01 1,197 2017-06-01 301    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Member of Investment C... 2017-06-01 1,469 2017-06-01 240    Premium*  
            Tortoise Energy Independence Fun... NDP Member of Investment C... 2017-12-01 7,259 2017-12-01 616    Premium*  
* Premium Members only  

Records found :    273         Free Registration Required For Full Results.    Limit: 25

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  Page 11 of 11
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2016-12-01 4 B $31.01 $1,834 I/I 59 2,860 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2016-12-01 4 B $31.01 $5,447 D/D 176 13,403 2.44 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-03-01 4 A $34.94 $1,873 I/I 54 2,913 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-03-01 4 A $34.94 $5,562 D/D 159 13,660 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-06-01 4 A $31.98 $1,908 I/I 60 2,973 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-06-01 4 A $31.98 $5,667 D/D 177 13,946 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-09-01 4 B $28.82 $1,947 I/I 68 3,041 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-09-01 4 B $28.82 $5,782 D/D 201 14,270 2.44 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-12-01 4 B $26.22 $5,914 D/D 226 14,636 2.44 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-12-01 4 B $26.22 $1,991 I/I 76 3,116 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-12-20 4 S $25.87 $21 D/D (1) 14,635 0 -
TYN Tortoise North American E... Assistant TreasurerOfficer   •       –      –    2005-10-26 3 IO $0.00 $0 D/D 0 420 -
TYN Tortoise North American E... Senior VP & Treasurer   •       –      –    2007-08-22 4 B $23.55 $11,775 D/D 500 956 2.74 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $22.74 $2,274 I/I 100 100 1.91 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $22.74 $9,096 D/D 400 1,363 2.74 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2009-09-14 5 A $0.00 $0 D/D 529 1,997 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2010-06-01 5 A $0.00 $0 I/I 114 116 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $26.11 $26 I/I 1 124 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2012-06-01 5 A $23.97 $24 I/I 1 124 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2012-09-04 5 A $25.75 $26 I/I 1 124 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2013-02-14 4 S $28.97 $3,592 I/I (124) 0 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2014-06-23 4 D $0.00 $0 I/I (100) 0 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2014-06-23 4 D $0.00 $0 D/D (2,175) 0 0 -
  273  Records found
  1   2   3   4   5   6   7   8   9   10   11     
  Page 11 of 11  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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