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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   $331,628    

Indirect Value

   $24,658      
Total Shares   35,343      
Total Value   $356,286      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,174 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,217 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,174 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,217
 


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
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2014-09-02 5 A $36.66 $71 I/I 2 59 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-12-01 4 A $13.30 $2,194 I/I 165 59 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2014-12-01 4 A $31.64 $72 I/I 2 60 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2015-03-02 4 A $29.19 $80 I/I 3 60 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2015-06-01 4 A $27.65 $82 I/I 3 61 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-02-02 4 B $15.00 $1,500 I/I 100 100 1.91 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $22.74 $2,274 I/I 100 100 1.91 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2010-06-01 5 A $0.00 $0 I/I 113 115 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-06-01 4 A $22.18 $122 I/I 5 115 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2010-06-01 5 A $0.00 $0 I/I 114 116 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   •       –      –    2007-06-12 4 A $40.74 $66 I/I 2 122 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   •       –      –    2012-06-01 5 A $37.01 $37 I/I 1 123 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2012-09-04 5 A $40.44 $40 I/I 1 123 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 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-07-30 4 B $20.00 $4,000 D/D 200 200 2.66 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-07-30 4 B $20.00 $4,000 I/I 200 200 1.91 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2015-09-01 5 A $21.15 $371 I/I 18 206 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-06-01 4 A $20.07 $394 I/I 20 241 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-08-04 4 B $16.24 $3,248 I/I 200 255 0.01 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2015-08-25 4 B $18.54 $2,874 I/I 155 255 0.01 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2014-06-23 5 A $0.00 $0 I/I 513 260 0 -
  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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