Tortoise Capital Advisors, L.l.c. - Net Worth and Insider Trading

Tortoise Capital Advisors, L.l.c. Net Worth

The estimated net worth of Tortoise Capital Advisors, L.l.c. is at least $245,897 dollars as of 2024-11-10. Tortoise Capital Advisors, L.l.c. is the Investment Advisor of Tortoise Essential Assets Income Term and owns about 19,362 shares of Tortoise Essential Assets Income Term (TEAF) stock worth over $245,897. Details can be seen in Tortoise Capital Advisors, L.l.c.'s Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Tortoise Capital Advisors, L.l.c. has not made any transactions after 2019-12-04 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Tortoise Capital Advisors, L.l.c.

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Tortoise Capital Advisors, L.l.c. Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Tortoise Capital Advisors, L.l.c. owns 8 companies in total, including Tortoise Essential Assets Income Term (TEAF) , Tortoise Energy Independence Fund, Inc. (NDP) , and Tortoise Pipeline & Energy Fund Inc (TTP) among others .

Click here to see the complete history of Tortoise Capital Advisors, L.l.c.’s form 4 insider trades.

Insider Ownership Summary of Tortoise Capital Advisors, L.l.c.

Ticker Comapny Transaction Date Type of Owner
TEAF Tortoise Essential Assets Income Term 2019-12-04 10 percent owner & other: INVESTMENT ADVISOR
NDP Tortoise Energy Independence Fund, Inc. 2012-07-26 10 percent owner & other: Investment Advisor
TTP Tortoise Pipeline & Energy Fund Inc 2011-10-26 10 percent owner & other: Investment Advisor
LIMIT LIMIT 2010-07-30 other: Investment Advisor
LIMIT LIMIT 2009-07-28 10 percent owner & other: Investment Advisor
LIMIT LIMIT 2008-08-01 other: Affiliate of Inv. Subadviser
LIMIT LIMIT 2007-02-01 other: Investment Advisor
LIMIT LIMIT 2004-02-24 other: Investment Advisor

Tortoise Capital Advisors, L.l.c. Latest Holdings Summary

Tortoise Capital Advisors, L.l.c. currently owns a total of 1 stock. Tortoise Capital Advisors, L.l.c. owns 19,362 shares of Tortoise Essential Assets Income Term (TEAF) as of December 4, 2019, with a value of $245,897.

Latest Holdings of Tortoise Capital Advisors, L.l.c.

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
TEAF Tortoise Essential Assets Income Term 2019-12-04 19,362 12.70 245,897

Holding Weightings of Tortoise Capital Advisors, L.l.c.


Tortoise Capital Advisors, L.l.c. Form 4 Trading Tracker

According to the SEC Form 4 filings, Tortoise Capital Advisors, L.l.c. has made a total of 3 transactions in Tortoise Essential Assets Income Term (TEAF) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Tortoise Essential Assets Income Term is the acquisition of 1,600 shares on December 4, 2019, which cost Tortoise Capital Advisors, L.l.c. around $24,992.

Insider Trading History of Tortoise Capital Advisors, L.l.c.

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Tortoise Capital Advisors, L.l.c. Trading Performance

GuruFocus tracks the stock performance after each of Tortoise Capital Advisors, L.l.c.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tortoise Capital Advisors, L.l.c. is -1.08%. GuruFocus also compares Tortoise Capital Advisors, L.l.c.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Tortoise Capital Advisors, L.l.c. within 3 months outperforms 3 times out of 7 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Tortoise Capital Advisors, L.l.c.'s insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Tortoise Capital Advisors, L.l.c.

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
0 out of 7 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -1.1 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -4.58 LIMIT LIMIT LIMIT LIMIT LIMIT

Tortoise Capital Advisors, L.l.c. Ownership Network

Ownership Network List of Tortoise Capital Advisors, L.l.c.

No Data

Ownership Network Relation of Tortoise Capital Advisors, L.l.c.

Insider Network Chart

Tortoise Capital Advisors, L.l.c. Owned Company Details

What does Tortoise Essential Assets Income Term do?

Who are the key executives at Tortoise Essential Assets Income Term?

Tortoise Capital Advisors, L.l.c. is the 10 percent owner & other: INVESTMENT ADVISOR of Tortoise Essential Assets Income Term. Other key executives at Tortoise Essential Assets Income Term include President & other: Member of Investment Committee Katherine Moore , director & other: MEMBER & INVESTMENT COMMITTEE H Kevin Birzer , and CFO & PFO & TREASURER P. Bradley Adams .

Tortoise Essential Assets Income Term (TEAF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Tortoise Essential Assets Income Term (TEAF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Tortoise Essential Assets Income Term (TEAF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Tortoise Essential Assets Income Term (TEAF)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Tortoise Essential Assets Income Term Insider Transactions

No Available Data

Tortoise Capital Advisors, L.l.c. Mailing Address

Above is the net worth, insider trading, and ownership report for Tortoise Capital Advisors, L.l.c.. You might contact Tortoise Capital Advisors, L.l.c. via mailing address: 6363 College Boulevard, Suite 100a, Overland Park Ks 66211.