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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   $332,327    

Indirect Value

   $24,726      
Total Shares   35,343      
Total Value   $357,053      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,725 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,725
 


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
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2014-06-02 5 A $33.16 $468 D/D 14 1,176 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2014-06-02 5 A $33.16 $70 I/I 2 59 0 -
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   –       –      –    2015-09-01 4 A $35.76 $1,797 I/I 50 265 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2015-09-01 4 A $35.76 $3,587 D/D 100 9,983 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2006-12-01 4 A $36.02 $1,630 D/D 45 5,564 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2006-12-01 4 A $36.02 $1,082 I/I 30 2,072 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-03-02 4 A $36.54 $1,119 I/I 31 2,102 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-03-02 4 A $36.54 $1,685 D/D 46 5,648 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2014-09-02 5 A $36.66 $474 D/D 13 1,176 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2014-09-02 5 A $36.66 $71 I/I 2 59 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2012-06-01 5 A $37.01 $37 I/I 1 123 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-09-05 4 B $38.73 $1,178 D/D 30 5,790 2.66 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2012-09-04 5 A $40.44 $40 I/I 1 123 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-12 4 A $40.74 $66 I/I 2 122 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-12 4 A $40.74 $449 D/D 11 5,736 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-15 4 S $40.76 $34 I/I (1) 121 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $41.94 $42 I/I 1 123 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-04 4 A $41.98 $1,726 D/D 41 5,725 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-04 4 A $41.98 $1,146 I/I 27 2,129 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-07-12 4 S $43.74 $40 D/D (1) 5,735 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2013-02-14 4 S $44.33 $5,458 I/I (123) 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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