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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   $333,595    

Indirect Value

   $24,827      
Total Shares   35,343      
Total Value   $358,422      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $117 Tortoise Power & Energy $13,269 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $243,104 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $117 Tortoise Power & Energy $13,269 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $243,104
 


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 2 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... 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   •       –      –    2007-06-12 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   •       –      –    2007-07-12 4 S $43.74 $40 D/D (1) 5,735 0 -
CORR CorEnergy Infrastructure ... Senior Vice President   •       –      –    2007-08-20 4 B $14.09 $14,090 D/D 1,000 5,799 2.74 -
CORR CorEnergy Infrastructure ... Senior Vice President   •       –      –    2007-08-20 4 B $14.08 $14,080 I/I 1,000 1,100 1.99 -
TYN Tortoise North American E... Senior VP & Treasurer   •       –      –    2007-08-22 4 B $23.55 $11,775 D/D 500 956 2.74 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-09-05 4 B $38.73 $1,178 D/D 30 5,790 2.66 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-09-05 4 A $14.79 $180 D/D 12 5,820 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $12.24 $4,896 D/D 400 6,220 2.66 -
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   •       –      –    2007-11-21 4 B $22.74 $2,274 I/I 100 100 1.91 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $12.15 $6,075 I/I 500 1,500 1.99 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $32.25 $12,900 D/D 400 6,190 2.74 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-12-03 5 A $32.50 $1,200 D/D 37 6,415 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-12-03 5 A $11.79 $233 D/D 20 6,346 0 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-07-30 4 B $20.00 $4,000 I/I 200 200 1.91 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-07-30 4 B $20.00 $4,000 D/D 200 200 2.66 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2009-09-14 5 A $0.00 $0 D/D 529 1,997 0 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-09-23 4 B $19.00 $5,700 I/I 300 500 1.99 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-09-29 4 B $18.50 $10,176 D/D 550 750 2.74 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-09-29 4 B $18.63 $6,521 I/I 350 750 1.99 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2009-12-01 5 A $6.30 $186 D/D 30 6,621 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2009-12-21 4 B $10.15 $86,545 D/D 8,500 8,500 2.74 -
  273  Records found
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  Page 2 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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