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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   $331,628    

Indirect Value

   $24,658      
Total Shares   35,343      
Total Value   $356,286      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,174 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,217 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $133 Tortoise Power & Energy $13,174 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $241,217
 


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... Senior VP and Treasurer   •       –      –    2007-03-02 4 A $36.54 $1,685 D/D 46 5,648 0 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-09-05 5 B $31.12 $1,543 D/D 50 5,519 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2015-09-01 4 A $35.76 $1,797 I/I 50 265 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   •       –      –    2014-09-02 5 A $27.33 $1,458 D/D 53 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 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-03-01 4 A $34.94 $1,873 I/I 54 2,913 0 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $27.11 $1,491 I/I 55 3,841 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   •       –      –    2013-09-04 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 -
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... Member of Investment Committee   –       –      –    2016-09-01 4 B $30.46 $1,796 I/I 59 2,801 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2016-12-01 4 B $31.01 $1,834 I/I 59 2,860 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-06-01 4 A $31.98 $1,908 I/I 60 2,973 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... Member of Investment Committee   –       –      –    2015-12-01 4 B $26.78 $1,670 I/I 62 2,611 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2016-06-01 4 B $28.25 $1,755 I/I 62 2,742 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2016-03-01 4 B $25.10 $1,711 I/I 68 2,679 0.01 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-09-01 4 B $28.82 $1,947 I/I 68 3,041 0.01 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2014-12-01 4 A $21.02 $1,482 D/D 70 3,457 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2013-06-04 5 A $24.99 $1,803 I/I 72 4,220 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-06-02 5 A $26.80 $1,935 I/I 72 52 0 -
NDP Tortoise Energy Independe... Senior VP and Treasurer   •       –      –    2014-09-02 5 A $27.33 $1,967 I/I 72 52 0 -
  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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