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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   $333,809    

Indirect Value

   $24,845      
Total Shares   35,343      
Total Value   $358,655      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $91 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $243,249 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $91 Tortoise Power & Energy $13,364 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $243,249
 


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   –       –      –    2015-09-01 5 A $21.15 $553 D/D 26 1,255 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2015-12-01 5 A $16.31 $432 D/D 26 1,124 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-12-01 4 A $21.93 $566 D/D 26 1,414 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2017-06-01 4 A $19.29 $495 D/D 26 1,197 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-04 4 A $41.98 $1,146 I/I 27 2,129 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-03-02 5 A $6.96 $190 D/D 27 6,621 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-09-02 5 A $5.55 $152 D/D 27 6,621 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2016-03-01 5 A $16.33 $443 D/D 27 1,124 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2016-03-01 5 A $16.33 $443 I/I 27 1,124 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-03-01 4 A $21.58 $576 D/D 27 1,441 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2015-12-01 5 A $16.31 $455 I/I 28 0 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-09-01 5 A $19.68 $554 D/D 28 1,388 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-06-01 4 A $20.07 $587 D/D 29 1,470 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2006-12-01 4 A $36.02 $1,082 I/I 30 2,072 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-09-05 4 B $38.73 $1,178 D/D 30 5,790 2.66 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2009-12-01 5 A $6.30 $186 D/D 30 6,621 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-03-02 4 A $36.54 $1,119 I/I 31 2,102 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-06-01 5 A $17.37 $541 D/D 31 1,388 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2015-12-01 5 A $17.47 $565 D/D 32 1,388 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2017-06-01 4 A $19.29 $620 I/I 32 301 0 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-09-05 5 B $31.12 $1,024 I/I 33 2,042 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-12-03 5 A $32.50 $1,200 D/D 37 6,415 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-04 4 A $41.98 $1,726 D/D 41 5,725 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2016-03-01 5 A $12.67 $525 D/D 41 1,388 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2006-12-01 4 A $36.02 $1,630 D/D 45 5,564 0 -
  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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