National Investments Professional Progress Report
Order ID | 5524329534 |
Subject | IT Project Management |
Topic | professional Progress Report to the Partners at National Investments. |
Type | Case Study |
Level | College |
Style | APA |
Sources | 0 |
Language | English(U.S.) |
Description |
Your assignment is to write a professional progress report to the partners at National Investments. The background and full description for this assignment can be found in the first Case Study document. (Link to case study here.) https://softchalkcloud.com/lesson/serve/qrUvIDlS3ua4Pb/html You will submit the report in either Word or as a PDF. Note: Always read the assignment instructions carefully and make sure you understand what is being asked of you before you submit your work. Excel example data to be used for this project: Case Study 3 Data.xlsx Task: A copy of your Draw.io diagram of the database design as you have it thus far. You can simply export your as a .png image file, and then insert that image into your word document. This diagram should incorporate everything you know about the company thus far and show as many tables as you believe needed given the information at your disposal to-date. |
Spacing | Double |
Pages | 2 |
Holdings Report by Client | ||||||
Client | ||||||
Id | Client Name | |||||
2242F1 | Allegany Fire Department Pension | |||||
Current | ||||||
Ticker | Name | Shares | Price | Value | ||
BRK-B | Berkshire Hathaway | 3,223 | $ 207.33 | $ 668,224.59 | ||
L | Loews | 13,223 | $ 54.65 | $ 722,636.95 | ||
VIAB | Viacom | 15,729 | $ 35.35 | $ 556,020.15 | ||
SJM | J.M. Smucker | 6,500 | $ 111.92 | $ 727,480.00 | ||
CVS | CVS Health | 75,000 | $ 56.00 | $ 4,200,000.00 | ||
M | Macy’s | 123,999 | $ 23.25 | $ 2,882,976.75 | ||
BBY | Best Buy | 92,332 | $ 77.98 | $ 7,200,049.36 | ||
LUV | Southwest Airlines | 150,228 | $ 54.67 | $ 8,212,964.76 | ||
DLTR | Dollar Tree | 61,772 | $ 105.93 | $ 6,543,507.96 | ||
LEN | Lennar | 13,040 | $ 54.67 | $ 712,896.80 | ||
$ 32,426,757.32 |
Client List (partial provided as example) | ||||||||||
Client | Account | Investor | C/S | Investment | ||||||
Id | Client Name | Type | AUM | Contact | Phone | Inception | Strategy | Representative | Manager | |
2242F1 | Allegany Fire Department Pension | P1 | $ 32,426,757.32 | Sheryl Robinson | 555-386-8197 | 9/21/2009 | LCV | Riley Huff | Peter Denning | |
1322P2 | Johnsonville Police Department 401K | K1 | $ 22,167,992.72 | Ken Thompson | 555-287-7177 | 2/15/2001 | MCG | Keisha Sanders | Mary Robinette | |
19 | Gerald Waterson | I1 | $ 2,309,023.00 | Gerald Waterson | 555-302-1697 | 11/14/2014 | SCG | Karl Rentoff | Jorge Villa | |
I10 | Daisy Ferguson | I1 | $ 752,323.99 | Daisy Ferguson | 555-302-1791 | 6/2/2007 | QNT | Karl Rentoff | Bryan Reynolds | |
9923F1 | Three Rivers Fire Department Pension | P2 | $ 5,922,233.00 | Susan Clark | 555-521-2123 | 4/23/2016 | LCV | Riley Huff | Peter Denning | |
David Lumberg | 555-521-2127 | |||||||||
2344C1 | City of Ferguson Muncipal Workers 401K | K1 | $ 14,299,728.33 | Kevin Riley | 555-979-2223 | 5/26/2011 | LCV | Keisha Sanders | Peter Denning | |
2344C1 | City of Ferguson Muncipal Workers 401K | K1 | $ 9,827,298.41 | Kevin Riley | 555-979-2223 | 7/27/2013 | QNT | Keisha Sanders | Bryan Reynolds | |
2344C1 | City of Ferguson Muncipal Workers 401K | K2 | $ 41,237,998.72 | Kevin Riley | 555-979-2223 | 7/27/2013 | SCG | Keisha Sanders | Jorge Villa | |
* Note: Kevin Riley is with Parkland Investment Group
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