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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
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-06-04 5 A $24.99 $1,803 I/I 72 4,220 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-09-04 5 A $24.07 $1,360 D/D 57 3,165 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-09-04 5 A $24.07 $1,834 I/I 76 4,220 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-12-02 5 A $24.11 $1,867 I/I 77 52 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-12-02 5 A $24.11 $1,385 D/D 57 3,386 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-03-03 5 A $24.60 $1,410 D/D 57 3,386 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-03-03 5 A $24.60 $1,901 I/I 77 52 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-06-02 5 A $26.80 $1,435 D/D 54 3,386 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-06-02 5 A $26.80 $1,935 I/I 72 52 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-09-02 5 A $27.33 $1,458 D/D 53 3,386 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-09-02 5 A $27.33 $1,967 I/I 72 52 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2014-12-01 4 A $21.02 $1,998 I/I 95 53 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2014-12-01 4 A $21.02 $1,482 D/D 70 3,457 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-03-02 4 A $21.12 $2,039 I/I 97 54 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-03-02 4 A $21.12 $1,512 D/D 72 3,528 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-06-01 4 A $19.47 $1,544 D/D 79 3,608 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-06-01 4 A $19.47 $2,082 I/I 107 55 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-08-04 4 B $16.23 $6,492 D/D 400 4,008 2.44 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-08-04 4 B $16.24 $3,248 I/I 200 255 0.01 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-09-01 4 A $14.36 $1,753 D/D 122 4,130 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-09-01 4 A $14.36 $2,216 I/I 154 4,957 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-10-02 4 B $12.56 $2,512 I/I 200 463 0.01 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-10-02 4 B $12.57 $16,655 D/D 1,325 5,455 2.44 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-12-01 4 A $13.30 $2,194 I/I 165 59 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-12-01 4 A $13.30 $2,387 D/D 179 5,634 0 -
  273  Records found
  1   2  3   4   5   6   7   8   9   10   11      
  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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