Municipal investments (Finance Department)
| Tracking # |
19-07492 |
| Multi Request | Municipal investments |
| Submitted | Jan. 3, 2018 |
This request was filed by Beryl Lipton through MuckRock, a non-profit organization that helps journalists, researchers, and the public file, track, and share records requests. You may follow up directly with the requester by following the prompts below. Should this request be directed elsewhere? Have you already responded? Click Get Help above and let us know, or reach our team directly at info@muckrock.com . Frequently asked questions about MuckRock.
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Communications
From: Beryl Lipton
To Whom It May Concern:
Pursuant to Michigan's Freedom of Information Act ("FOIA"), 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
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 5 business days, as the statute requires.
Sincerely,
Beryl Lipton
From: Muckrock Staff
Hello,
Could you please confirm that your office has received and is processing this request?
Thanks so much for your time and help.
____________________________________
To Whom It May Concern:
Pursuant to Michigan's Freedom of Information Act ("FOIA"), 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
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 5 business days, as the statute requires.
Sincerely,
Beryl Lipton
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Michigan Freedom of Information Act request, copied below, and originally submitted on Jan. 3, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: City of Detroit Finance Department
An interim response, stating the request is being processed.
From: Muckrock Staff
To Whom It May Concern:
I'm following up on the following Michigan Freedom of Information Act request, copied below, and originally submitted on Jan. 3, 2018. You had previously indicated that it would be completed on Sept. 26, 2019. I wanted to check on the status of my request, and to see if there was a new estimated completion date. You had assigned it reference number #19-07492.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I'm following up on the following Michigan Freedom of Information Act request, copied below, and originally submitted on Jan. 3, 2018. You had previously indicated that it would be completed on Sept. 26, 2019. I wanted to check on the status of my request, and to see if there was a new estimated completion date. You had assigned it reference number #19-07492.
Thanks for your help, and let me know if further clarification is needed.
From: City of Detroit Finance Department
Dear Ms. Lipton:
Thank you for your patience. I am following up on the status of your FOIA request. I will keep you advised.
Yours,
Karl Newman
Senior Assistant Corporation Counsel
FOIA Section
City of Detroit Law Department
(313) 237-0413
City of Detroit Finance Department
FOIA Office
Suite 1200
2 Woodward Avenue
Detroit, MI 48226
October 11, 2019
This is a follow up to request number 19-07492:
To Whom It May Concern:
I'm following up on the following Michigan Freedom of Information Act request, copied below, and originally submitted on Jan. 3, 2018. You had previously indicated that it would be completed on Sept. 26, 2019. I wanted to check on the status of my request, and to see if there was a new estimated completion date. You had assigned it reference number #19-07492.
Thanks for your help, and let me know if further clarification is needed.
Filed via MuckRock.com
E-mail (Preferred): requests@muckrock.com<mailto:requests@muckrock.com>
Upload documents directly: https://accounts.muckrock.com/accounts/login/?url_auth_token=AAAxKXi4kloDjH_LZ2IquAHM2hM%3A1iIqne%3AcOXPstKd7bgXx3i24i9VmXUKtn4&next=https%3A%2F%2Fwww.muckrock.com%2Faccounts%2Flogin%2F%3Fnext%3D%252Faccounts%252Fagency_login%252Ffinance-department-5828%252Fmunicipal-investments-finance-department-47158%252F%253Femail%253DFOIA%252540detroitmi.gov
Is this email coming to the wrong contact? Something else wrong? Use the above link to let us know.
For mailed responses, please address (see note):
MuckRock News
DEPT MR 47158
411A Highland Ave
Somerville, MA 02144-2516
PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.
---
On Sept. 11, 2019:
Subject:
An interim response, stating the request is being processed.
---
On Sept. 4, 2019:
Subject: Michigan Freedom of Information Act Request: Municipal investments (Finance Department)
Hello,
Could you please confirm that your office has received and is processing this request?
Thanks so much for your time and help.
____________________________________
To Whom It May Concern:
Pursuant to Michigan's Freedom of Information Act ("FOIA"), 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
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 5 business days, as the statute requires.
Sincerely,
Beryl Lipton
---
On Jan. 3, 2018:
Subject: Freedom of Information Act Request: Municipal investments (Finance Department)
To Whom It May Concern:
Pursuant to Michigan's Freedom of Information Act ("FOIA"), 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
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 5 business days, as the statute requires.
Sincerely,
Beryl Lipton
Filed via MuckRock.com
E-mail (Preferred): requests@muckrock.com<mailto:requests@muckrock.com>
Upload documents directly: https://accounts.muckrock.com/accounts/login/?url_auth_token=AAAxKXi4kloDjH_LZ2IquAHM2hM%3A1iIqne%3AcOXPstKd7bgXx3i24i9VmXUKtn4&next=https%3A%2F%2Fwww.muckrock.com%2Faccounts%2Flogin%2F%3Fnext%3D%252Faccounts%252Fagency_login%252Ffinance-department-5828%252Fmunicipal-investments-finance-department-47158%252F%253Femail%253DFOIA%252540detroitmi.gov
Is this email coming to the wrong contact? Something else wrong? Use the above link to let us know.
For mailed responses, please address (see note):
MuckRock News
DEPT MR 47158
411A Highland Ave
Somerville, MA 02144-2516
PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.
[Image removed by sender.]
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From: Muckrock Staff
Hello Mr. Newman,
Thank you so much for your message. Please let me know if there's anything I can do to help from this end.
Have a great weekend,
Beryl
From: City of Detroit Finance Department
A copy of documents responsive to the request.
From: Muckrock Staff
To Whom It May Concern:
I'm following up on the following Michigan Freedom of Information Act request, copied below, and originally submitted on Jan. 3, 2018. You had previously indicated that it would be completed on Sept. 26, 2019. I wanted to check on the status of my request, and to see if there was a new estimated completion date. You had assigned it reference number #19-07492.
Thanks for your help, and let me know if further clarification is needed.
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