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

  
3m +/-  
Form
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   •       –      –    2006-12-01 4 A $36.02 $1,082 I/I 30 2,072 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-03-02 4 A $36.54 $1,119 I/I 31 2,102 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-04 4 A $41.98 $1,146 I/I 27 2,129 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 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-12-03 5 A $32.50 $1,200 D/D 37 6,415 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-03-04 5 A $24.01 $1,313 D/D 55 3,165 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-06-04 5 A $24.99 $1,337 D/D 53 3,165 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   •       –      –    2013-12-02 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   •       –      –    2014-06-02 5 A $26.80 $1,435 D/D 54 3,386 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... Member of Investment Committee   –       –      –    2014-12-01 4 A $21.02 $1,482 D/D 70 3,457 0 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $27.11 $1,491 I/I 55 3,841 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-02-02 4 B $15.00 $1,500 I/I 100 100 1.91 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-03-02 4 A $21.12 $1,512 D/D 72 3,528 0 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2012-06-01 5 A $25.00 $1,525 I/I 61 3,841 0 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-09-05 5 B $31.12 $1,543 D/D 50 5,519 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2015-06-01 4 A $19.47 $1,544 D/D 79 3,608 0 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2012-09-04 5 A $26.42 $1,559 I/I 59 3,841 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2006-12-01 4 A $36.02 $1,630 D/D 45 5,564 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2015-12-01 4 B $26.78 $1,670 I/I 62 2,611 0.01 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-03-02 4 A $36.54 $1,685 D/D 46 5,648 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2016-03-01 4 B $25.10 $1,711 I/I 68 2,679 0.01 -
  273  Records found
  1   2   3   4   5   6   7  8   9   10   11      
  Page 7 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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