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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 8 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 Senior VP and Treasurer   •       –      –    2009-09-23 4 B $19.00 $5,700 I/I 300 500 1.99 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-09-29 4 B $18.50 $10,176 D/D 550 750 2.74 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2009-09-29 4 B $18.63 $6,521 I/I 350 750 1.99 -
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   •       –      –    2009-12-21 4 B $10.15 $86,545 D/D 8,500 8,500 2.74 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-03-02 5 A $6.96 $190 D/D 27 6,621 0 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2010-06-01 5 A $0.00 $0 I/I 306 310 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2010-06-01 5 A $0.00 $0 I/I 114 116 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2010-06-01 5 A $0.00 $0 I/I 113 115 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2010-06-02 5 A $5.66 $149 D/D 26 6,621 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2010-07-22 4 B $10.64 $25,588 I/I 2,400 2,400 1.99 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2010-08-24 4 B $25.00 $12,500 I/I 500 400 1.99 -
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... Senior VP and Treasurer   •       –      –    2010-11-18 4 B $24.29 $24,291 I/I 1,000 3,400 1.99 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2010-11-23 4 B $23.99 $14,394 I/I 600 1,000 1.99 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2010-11-23 4 B $24.03 $24,030 D/D 1,000 1,000 2.74 -
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 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2012-02-01 5 A $25.73 $26 I/I 1 334 0 -
TPZ Tortoise Power & Energy Senior VP and Treasurer   •       –      –    2012-02-29 5 A $26.08 $26 I/I 1 334 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $41.94 $42 I/I 1 123 0 -
NTG Tortoise Midstream Energy... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $27.11 $1,491 I/I 55 3,841 0 -
TYN Tortoise North American E... Senior VP and Treasurer   •       –      –    2012-03-01 5 A $26.11 $26 I/I 1 124 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2012-03-02 5 A $24.99 $61 I/I 2 53 0 -
TTP Tortoise Pipeline & Energ... Senior VP and Treasurer   •       –      –    2012-03-02 5 A $24.99 $406 D/D 16 1,052 0 -
  273  Records found
  1   2   3   4   5   6   7   8  9   10   11      
  Page 8 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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