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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   $335,072    

Indirect Value

   $24,953      
Total Shares   35,343      
Total Value   $360,026      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $85 Tortoise Power & Energy $13,399 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $244,483 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $85 Tortoise Power & Energy $13,399 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $244,483
 


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 1 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... Assistant Treasurer   •       –      –    2004-02-24 4 B $25.00 $2,500 I/I 100 1,147 1.91 -
TYG Tortoise Energy Infrastru... Assistant Treasurer   •       –      –    2004-08-16 4 B $24.77 $8,668 D/D 350 1,397 2.74 -
TYG Tortoise Energy Infrastru... Sr. V.P. and Asst. Treas.   •       –      –    2004-10-02 4 B $27.30 $151 D/D 6 1,444 2.66 -
TYG Tortoise Energy Infrastru... Assistant Treasurer   •       –      –    2004-12-22 4 B $27.35 $19,829 D/D 725 2,122 2.74 -
TYG Tortoise Energy Infrastru... Sr. V.P. and Asst. Treas.   •       –      –    2005-10-20 4 B $27.81 $2,781 D/D 100 2,346 2.66 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2005-12-01 4 B $28.76 $46 D/D 2 2,366 2.66 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-02-21 4 B $29.19 $14,595 I/I 500 611 1.99 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-02-21 4 B $29.22 $35,064 D/D 1,200 3,575 2.74 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-03-02 4 B $29.50 $49 D/D 2 3,604 2.66 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-06-02 4 B $28.98 $250 I/I 9 621 1.91 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-06-02 4 B $28.98 $652 D/D 22 3,667 2.66 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-08-09 4 B $29.70 $44,550 I/I 1,500 2,121 1.99 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-08-09 4 B $29.70 $50,490 D/D 1,700 5,367 2.74 -
TYG Tortoise Energy Infrastru... Treasurer   •       –      –    2006-09-05 5 B $31.12 $1,543 D/D 50 5,519 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   •       –      –    2006-12-01 4 A $36.02 $1,630 D/D 45 5,564 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2006-12-01 4 A $36.02 $1,082 I/I 30 2,072 0 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-02-02 4 B $15.00 $51,000 D/D 3,400 4,792 2.74 -
CORR CorEnergy Infrastructure ... Senior VP and Treasurer   •       –      –    2007-02-02 4 B $15.00 $1,500 I/I 100 100 1.91 -
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   •       –      –    2007-03-02 4 A $36.54 $1,685 D/D 46 5,648 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-04 4 A $41.98 $1,726 D/D 41 5,725 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   •       –      –    2007-06-12 4 A $40.74 $449 D/D 11 5,736 0 -
TYG Tortoise Energy Infrastru... Senior VP and Treasurer   •       –      –    2007-06-12 4 A $40.74 $66 I/I 2 122 0 -
  273  Records found
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  Page 1 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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