Municipal investments (Wakefield Town Clerk)

Beryl Lipton filed this request with the Wakefield Town Clerk of Wakefield, MA.
Status
Completed

Communications

From: Beryl Lipton

To Whom It May Concern:

Pursuant to the Massachusetts Public Records Law, M.G.L. c.66, §10, 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
Cusip
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
Shares
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
ISIN
Sedol
Ticker

I also request that, if appropriate, fees be waived as we believe this request is in the public interest, as suggested but not stipulated by the recommendations of the Massachusetts Supervisor of Public Records. The requested documents will be made available to the general public free of charge as part of the public information service at MuckRock.com, processed by a representative of the news media/press and is made in the process of news gathering and not for commercial usage.

I expect the request to be filled in an accessible format, including for screen readers, which provide text-to-speech for persons unable to read print. Files that are not accessible to screen readers include, for example, .pdf image files as well as physical documents.

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 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Wakefield Town Clerk

The cost for this research is $14.48. Please make the check payable to Town of Wakefield.

Once the check is received and has cleared, I'll forward the information to you.

Belated Happy New Year !

From: Wakefield Town Clerk

Beryl,

The information is all set...please remit a check for $14.48, payable to the Town of Wakefield. The address is 1 Lafayette Street, Wakefield, MA 01880. Once the check clears, I forward the information to you.

Betsy Sheeran
Town Clerk

From: Beryl Lipton


To Whom It May Concern:

Please find enclosed a check for $14.48 to satisfy the fee associated with the attached public records request.

Thank you.

From: Wakefield Town Clerk

TYT for the check...here is the information that you requested.

From: Wakefield Town Clerk

Here is Part 2 of your request...FOIA #6511

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