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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 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   –       –      –    2016-01-04 5 A $16.73 $106 D/D 6 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-01-04 5 A $16.73 $106 I/I 6 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-04-01 5 A $17.10 $99 D/D 6 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-04-01 5 A $17.10 $99 I/I 6 832 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   –       –      –    2016-02-01 5 A $15.02 $107 D/D 7 832 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 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-06-02 4 B $28.98 $250 I/I 9 621 1.91 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-12 4 A $40.74 $449 D/D 11 5,736 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-09-05 4 A $14.79 $180 D/D 12 5,820 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... Member of Investment Committee   –       –      –    2016-12-01 4 A $21.93 $287 I/I 13 717 0 -
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... Member of Investment Committee   –       –      –    2016-09-01 5 A $19.68 $281 I/I 14 704 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-03-01 4 A $21.58 $292 I/I 14 730 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2013-06-04 5 A $29.23 $442 D/D 15 1,117 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2014-12-01 4 A $31.64 $479 D/D 15 1,191 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2012-03-02 5 A $24.99 $406 D/D 16 1,052 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2013-03-04 5 A $27.23 $436 D/D 16 1,117 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2013-09-04 5 A $27.46 $448 D/D 16 1,117 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2013-12-02 5 A $27.86 $455 D/D 16 1,176 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2014-03-03 5 A $29.15 $462 D/D 16 1,176 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2015-12-01 5 A $17.47 $286 I/I 16 704 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-06-01 5 A $17.37 $274 I/I 16 704 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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