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

  
3m +/-  
Form
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-03-01 4 A $22.71 $106 I/I 5 851 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-03-01 4 A $22.71 $106 D/D 5 851 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-04-01 4 A $22.11 $106 I/I 5 856 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-04-01 4 A $22.11 $106 D/D 5 856 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-02-01 5 A $15.02 $107 D/D 7 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-02-01 5 A $15.02 $107 I/I 7 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-05-01 4 A $22.33 $107 I/I 5 861 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-05-01 4 A $22.33 $107 D/D 5 861 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-03-01 5 A $15.39 $108 I/I 7 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-03-01 5 A $15.39 $108 D/D 7 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-06-01 4 A $22.18 $108 D/D 5 866 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2015-09-01 5 A $21.20 $117 I/I 6 765 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2015-10-01 5 A $18.96 $118 I/I 6 765 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2015-11-02 5 A $20.94 $118 I/I 6 765 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-06-01 4 A $22.18 $122 I/I 5 115 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-06-02 5 A $5.66 $149 D/D 26 6,621 0 -
TYG Tortoise Energy Infrastru... Sr. V.P. and Asst. Treas.   •       –      –    2004-10-02 4 B $27.30 $151 D/D 6 1,444 2.66 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-09-02 5 A $5.55 $152 D/D 27 6,621 0 -
CORR CorEnergy Infrastructure ... Senior VP   •       –      –    2010-12-01 5 A $7.33 $154 D/D 21 6,750 0 -
CORR CorEnergy Infrastructure ... Senior VP   •       –      –    2011-03-02 5 A $8.49 $156 D/D 18 6,750 0 -
CORR CorEnergy Infrastructure ... Senior VP   •       –      –    2011-06-02 5 A $8.55 $158 D/D 18 6,750 0 -
CORR CorEnergy Infrastructure ... Senior VP   •       –      –    2011-09-02 5 A $8.17 $160 D/D 20 6,750 0 -
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   •       –      –    2009-12-01 5 A $6.30 $186 D/D 30 6,621 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-03-02 5 A $6.96 $190 D/D 27 6,621 0 -
  273  Records found
  1   2   3   4  5   6   7   8   9   10   11      
  Page 4 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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