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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   $338,078    

Indirect Value

   $25,194      
Total Shares   35,343      
Total Value   $363,272      


Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $86 Tortoise Power & Energy $13,100 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $247,786 Tortoise Energy Infrastructure Corp $71,126 CorEnergy Infrastructure Trust $86 Tortoise Power & Energy $13,100 Tortoise Midstream Energy Closed Fund $0 Tortoise Pipeline & Energy Fund, Inc. $5,979 Tortoise Energy Independence Fund, Inc. $247,786
 


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 :    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
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-12-20 4 S $25.87 $21 D/D (1) 14,635 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2017-12-01 4 B $12.69 $3,051 I/I 240 616 0.01 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2017-12-01 4 B $12.69 $3,071 D/D 242 7,259 2.36 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-12-01 4 B $26.22 $5,914 D/D 226 14,636 2.44 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-12-01 4 B $26.22 $1,991 I/I 76 3,116 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 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-09-01 4 B $28.82 $5,782 D/D 201 14,270 2.44 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2017-09-01 4 B $12.81 $2,969 D/D 232 7,017 2.36 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2017-09-01 4 B $12.81 $2,950 I/I 230 596 0.01 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2017-06-01 4 A $19.29 $495 D/D 26 1,197 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-06-01 4 A $22.18 $122 I/I 5 115 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2017-06-01 4 A $19.29 $620 I/I 32 301 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2017-06-01 4 A $14.59 $2,881 D/D 197 6,785 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-06-01 4 A $31.98 $1,908 I/I 60 2,973 0 -
TYG Tortoise Energy Infrastru... Member of Investment Committee   –       –      –    2017-06-01 4 A $31.98 $5,667 D/D 177 13,946 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-06-01 4 A $20.07 $587 D/D 29 1,470 0 -
TTP Tortoise Pipeline & Energ... Member of Investment Committee   –       –      –    2017-06-01 4 A $20.07 $394 I/I 20 241 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-06-01 4 A $22.18 $108 D/D 5 866 0 -
NDP Tortoise Energy Independe... Member of Investment Committee   –       –      –    2017-06-01 4 A $14.59 $2,863 I/I 196 576 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-05-01 4 A $22.33 $107 I/I 5 861 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-05-01 4 A $22.33 $107 D/D 5 861 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-04-01 4 A $22.11 $106 I/I 5 856 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-04-01 4 A $22.11 $106 D/D 5 856 0 -
TPZ Tortoise Power & Energy Member of Investment Committee   –       –      –    2017-03-01 4 A $22.71 $106 I/I 5 851 0 -
NTG Tortoise Midstream Energy... Member of Investment Committee   –       –      –    2017-03-01 4 A $20.75 $485 D/D 23 1,172 0 -
  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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