Municipal investments and investment managers (City Of Oakland)

Beryl Lipton filed this request with the City Of Oakland of Oakland, CA.
Multi Request Municipal investments and investment managers
Status
Completed

Communications

From: Beryl Lipton


To Whom It May Concern:

Pursuant to the California Public Records 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.

• 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.

• All reports or responsive materials related to pension funds and other long term investments

• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2014 through August 31, 2018.

If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

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 10 calendar days, as the statute requires.

Sincerely,

Beryl Lipton

From: City Of Oakland

Oakland, CA

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Hi Beryl Lipton

Your record request #18-2565 has been submitted. You can see it anytime at the link below.

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From: City Of Oakland

Oakland, CA

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Hi there

Department assignment for records request #18-2565 has changed:

Added: Finance Department — Treasury &amp; Payroll.

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From: City Of Oakland

Oakland, CA

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Hi there

The due date for record request #18-2565 has been changed to:

September 28, 2018

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From: City Of Oakland

Oakland, CA

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Hi there

A message was sent to you regarding record request #18-2565:

The Finance Department manages the City’s Operating Portfolio

In house and that our cash management reports are online.

 

www.oaklandnet.com

Files

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