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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   $332,327    

Indirect Value

   $24,726      
Total Shares   35,343      
Total Value   $357,053      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,725 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,725
 


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 6 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... Member of Investment Committee   –       –      –    2017-03-01 4 A $21.58 $292 I/I 14 730 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-03-01 4 A $21.58 $576 D/D 27 1,441 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-09-01 5 A $21.60 $102 I/I 5 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-09-01 5 A $21.60 $102 D/D 5 832 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2015-12-07 4 B $21.72 $10,860 D/D 500 11,983 2.44 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-12-01 4 A $21.93 $566 D/D 26 1,414 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-12-01 4 A $21.93 $287 I/I 13 717 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   –       –      –    2017-06-01 4 A $22.18 $108 D/D 5 866 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-06-01 4 A $22.18 $122 I/I 5 115 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-10-03 5 A $22.31 $103 D/D 5 832 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2016-10-03 5 A $22.31 $103 I/I 5 832 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   –       –      –    2017-05-01 4 A $22.33 $107 I/I 5 861 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2012-06-04 5 A $22.47 $413 D/D 18 1,052 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2012-06-04 5 A $22.47 $62 I/I 3 53 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2011-12-19 4 B $22.56 $22,560 D/D 1,000 1,000 2.74 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2011-12-19 4 B $22.56 $3,384 I/I 150 50 1.91 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2015-08-04 4 B $22.62 $14,482 I/I 640 623 0.01 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-01-03 4 A $22.69 $105 I/I 5 842 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-01-03 4 A $22.69 $105 D/D 5 842 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   –       –      –    2017-03-01 4 A $22.71 $106 I/I 5 851 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2007-11-21 4 B $22.74 $2,274 I/I 100 100 1.91 -
  273  Records found
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  Page 6 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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