Municipal investments (City of Columbia)

Beryl Lipton filed this request with the City of Columbia of Columbia, SC.
Multi Request Municipal investments
Est. Completion None
Fix Required


From: Beryl Lipton

To Whom It May Concern:

Pursuant to the South Carolina Freedom of Information Act, I hereby request the following records:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof, including any associated pension funds. If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares. Please include the following elements for the holdings, if available. If any elements are not readily available, please feel free to disregard their collection.

Asset Category Description
Asset Type Description
Mellon Security ID
Comprehensive Annual Financial Report Name
Source Account Name
Security Description1
Holdings As Of Date
Base Cost
Base Market Value
Security Description2
Moody Quality Rating - Non GRS
S&P Quality Rating - Non GRS
Asset Type Code
Position Type
Base Currency Code
Local Currency Code
Local Currency Description
Country Of Registration Code
Country Of Registration Name
Local Cost
Base Net Income Receivable
Local Net Income Receivable
Local Market Value
Coupon Rate
Maturity Date
Base Unrealized Gain/Loss
Local Unrealized Gain Loss
Base Unrealized Currency G/L Income
Reporting Account Status

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 15 business days, as the statute requires.


Beryl Lipton

From: City of Columbia

Please be advised The Public Relations, Media and Marketing Department for the City of Columbia no longer handles freedom of information request effective Thursday January 28, 2016.

The Legal Department handles all freedom of information act requests. The address is City of Columbia Legal Department; ATTN: FOIA; PO Box 667; Columbia, SC 29202; (p) (803)-737-0000 (f) (803) - 737-4250; email FOIA@ColumbiaSC.Gov<mailto:FOIA@ColumbiaSC.Gov>.

Thanking you in advance for adhering to the City of Columbia Freedom of Information Act request change.


Public Relations, Media and Marketing Department

From: City of Columbia

Good Morning,

Can you please email a copy of your FOIA request? I am unable to click any links below.

Thank you,

Elizabeth Williams
Public Information Officer, Office of the City Attorney
P.O. Box 667
1401 Main St, Columbia, SC 29202
Main Office: 803.737.0000 | Fax: 803-737-4250<>