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Insider Information:   Birzer H Kevin
Relationship:   Member of Investment C...
City:   Overland Park
State:   KS
   
Insider Summary:
  
   
Companies Owned :   8    
Direct Shares   62,584    

Indirect Shares

   1,507      
Direct Value   $309,731    

Indirect Value

   $2,806      
Total Shares   64,091      
Total Value   $312,537      


Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $330 Tortoise Power & Energy $62,852 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $61,204 Tortoise Essential Assets Income Term Fund $84,613 Tortoise Energy Infrastructure Corp $89,030 CorEnergy Infrastructure Trust $330 Tortoise Power & Energy $62,852 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $11,701 Tortoise Energy Independence Fund, Inc. $61,204 Tortoise Essential Assets Income Term Fund $84,613
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    32   
    0    

     Stock price went up :
    16   
    0    
     Stock price went down :
    16   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   0.6%
   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... 2022-02-02 18,319 2021-10-04 154    Premium*  
            Tortoise North American Energy C... TYN Director 2014-06-23 0 2014-06-23 0    Premium*  
            CorEnergy Infrastructure Trust CORR Director 2011-07-26 25,784 2011-07-26 1,200    Premium*  
            Tortoise Power & Energy TPZ Member of Investment C... 2022-02-02 4,150 2021-10-04 100    Premium*  
            Tortoise Midstream Energy Closed... NTG Member of Investment C... 2022-02-02 2,260 2021-10-04 12    Premium*  
            Tortoise Pipeline & Energy Fund,... TTP Member of Investment C... 2022-02-02 2,875 2021-10-04 29    Premium*  
            Tortoise Energy Independence Fun... NDP Member of Investment C... 2022-02-02 1,793 2021-10-04 12    Premium*  
            Tortoise Essential Assets Income... TEAF Member of Investment C... 2022-02-02 7,403 2019-03-27 0    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-02-02 4 B $34.82 $3,482 D/D 100 2,260 2.31 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-02-02 4 B $27.84 $2,784 D/D 100 1,793 2.31 %
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-02-02 4 B $31.05 $3,105 D/D 100 18,319 2.31 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-02-02 4 B $26.43 $2,643 D/D 100 2,875 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2022-02-02 4 B $14.57 $1,457 D/D 100 4,150 2.31 %
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-02-02 4 B $15.18 $1,518 D/D 100 7,403 2.31 %
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-26 4 B $26.16 $2,616 D/D 100 2,775 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-26 4 B $14.81 $1,481 D/D 100 7,303 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-26 4 B $26.07 $2,607 D/D 100 1,693 2.31 %
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-26 4 B $33.61 $3,361 D/D 100 2,160 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-26 4 B $29.96 $2,996 D/D 100 18,219 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2022-01-26 4 B $14.16 $1,416 D/D 100 4,050 2.31 %
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-25 4 B $25.14 $2,514 D/D 100 2,675 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-25 4 B $28.75 $2,875 D/D 100 18,119 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-25 4 B $14.56 $1,456 D/D 100 7,203 2.31 %
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-25 4 B $31.99 $3,199 D/D 100 2,060 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2022-01-25 4 B $13.77 $1,377 D/D 100 3,950 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-25 4 B $24.99 $2,499 D/D 100 1,593 2.31 %
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2022-01-24 4 B $13.51 $1,351 D/D 100 3,850 2.31 %
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       •      –    2022-01-24 4 B $24.45 $2,445 D/D 100 2,575 2.31 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       •      –    2022-01-24 4 B $27.70 $2,770 D/D 100 18,019 2.31 -
TEAF Tortoise Essential Assets... Member of Investment Committee   –       •      –    2022-01-24 4 B $14.57 $1,457 D/D 100 7,103 2.31 %
NDP Tortoise Energy Independe... Member of Investment Committee   –       •      –    2022-01-24 4 B $24.49 $2,449 D/D 100 1,493 2.31 %
NTG Tortoise Midstream Energy... Member of Investment Committee   –       •      –    2022-01-24 4 B $30.51 $3,051 D/D 100 1,960 2.31 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       •      –    2022-01-21 4 B $14.09 $1,409 D/D 100 3,750 2.31 %
  25  Records found
  1     
  Page 1 of 1  
 
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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