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Quarterly Investment Report Copyright 2014 City of Dubuque Consent Items # 6. ITEM TITLE: Quarterly Investment Report SUMMARY: City Manager transmitting the March 31 , 2015 Quarterly Investment Report. SUGGESTED DISPOSITION: Suggested Disposition: Receive and File ATTACHMENTS: Description Type ❑ March 31,2015 Quarterly Investment Report-MVM Memo City Manager Memo ❑ Cash Investments and Investment Earnings Summary Supporting Documentation ❑ March 31,2015 Quarterly Investment Report Staff Memo ❑ Schedule of City Funds Supporting Documentation ❑ Monthly Investment Summary Supporting Documentation ❑ Schedule of Certificates of Deposit and Accrued Interest Supporting Documentation THE CITY OF Dubuque UBE I erica .i Masterpiece on the Mississippi 2007-2012-2013 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: March 31, 2015 Quarterly Investment Report DATE: April 28, 2015 Finance Director Ken TeKippe is transmitting the March 31, 2015 Quarterly Investment Report. Mic ael C. Van Milligen MCVM:jh Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager Teri Goodmann, Assistant City Manager Ken TeKippe, Finance Director CITY OF DUBUQUE Cash, Investments and Investment Earnings Summary For The Quarter Ended March 31, 2015 And Fiscal Year To Date Market Value / Unrealized Carrying Including Gain (Loss) / Description Value Accrued Interest Accrued Interest Change & Petty Cash Funds 12,036 12,036 Checking/Savings Accounts 14,952,583 14,952,583 - High Yield Savings Accounts 1 ,532,634 1 ,533,954 1 ,320 Unspent Bond Proceeds 45,499,961 45,499,961 - Certificates Of Deposit 6,200,000 6,206,711 6,711 US Treasury Securities 2,015,125 2,868,130 853,005 Corporate Stock (EB Lyons Trust) 11 ,514 90,034 78,520 Investment Advisor Accounts 26,403,970 26,552,453 148,483 Total Funds 96,627,823 97,715,861 1,088,038 Breakdown City 85,613,876 86,695,203 1 ,081 ,327 Metro 11 ,013,947 11 ,020,658 6,711 Total Combined Funds 96,627,823 97,715,861 1,088,038 Cash Basis Quarter Year-To-Date Gross Earnings: City 184,245 443,172 Metro 4,997 17,646 Combined 189,242 460,818 Investment Fees: City 23,274 72,902 Metro 142 430 Combined 23,416 73,332 Net Earnings: City 160,972 370,270 Metro 4,854 17,217 Combined 165,826 387,487 CVUsersVellaheyVDocumentsGroupWiseACouncil Summary G2015 As 4/2&2015 THE MY OF Dubuque DUB E M�II�l Masterpiece on the Mississippi TO: Michael C. Van Milligen, City Manager FROM: Kenneth J. TeKippe, Finance Director RE: March 31, 2015 Quarterly Investment Report DATE: April 28, 2015 INTRODUCTION The Finance Department is submitting the quarterly investment report as prescribed within the City of Dubuque Investment Policy Section 17.0 "Reporting." DISCUSSION This report covers the period from January 1, 2015 through March 31, 2015. The report includes: Cash Investments and Investment Earnings Summary for quarter ended March 31, 2015 and fiscal year to date Schedule of City Funds Monthly Investment Summary Schedule of Certificates of Deposit and Accrued Interest The valuations reflect the same basis that the assets are carried on the financial records of the City. The City of Dubuque is in compliance with the Investment Policy. REQUESTED ACTION This report is for your review and filing with the Honorable Mayor and City Council. KT/eml Enclosures City of Dubuque FY 15 Schedule of City Funds March 2015 TOTAL COST CITYFUNDS City Managed Funds BASIS PERCENTAGE CASH: Change and Petty Cash Funds 12,836 Health Fund Deposit 150,000 Prescription Fund Deposit 75,000 Workers Comp Deposit 10,000 Pitney Bowes Postage Deposit 20,000 Total 267,836 0.4% CHECKING I SAVINGS ACCOUNTS: American Trust&Savings Bank(Generap 252,710 American Trust&Savings Bank(Housing Rehab&Section 8) 110,928 Dubuque Bank&Trust(General/Metro/Leisure) 13,650,300 Dubuque Bank&Trust(cable Franchise Equipment Fund) 603,876 US Bank (General/Ambulance) 15,921 Premier(utility) 9,705 East Dubuque Savings Bank(utility) 15,756 Dubuque Bank&Trust Police Forfeiture Funds 37,587 BBVA Compass 0 Total 14,696,782 20.9% UNSPENT BOND PROCEED INVESTMENT ACCOUNTS: AT&S Series 2010A 370,338 AT&S Series 2010B 823,714 DB&T Series 2011 A 385,987 DB&T Series 2012B 2,459,303 DB&T Series 2012C 2,048,160 DB&T Series 2012D 2,271,484 DB&T Series 2012E 1,482,907 AT&S Series 2012F 518,285 DB&T Series 2012H 1,828,880 AT&S Series 2014A 4,707,392 AT&S Series 2014B 16,864,037 AT&S Series 2014C 7,169,436 AT&S DMASWA 4,570,040 Total 45,499,961 64.8% CERTIFICATES OF DEPOSIT: DB&T 1,800,000 ATSB 1,800,000 EDSB 2,600,000 Total 6,200,000 8.8% HIGH YIELD SAVINGS ACCOUNTS: Dubuque Bank&Trust(Premium Savings) 16,483 East Dubuque Savings Bank(Advantage Savings) 1,516,151 1,532,634 2.2% U.S. TREASURY OBLIGATIONS: Debt Service Reserve Fund Required for Port Ramp 2,015,125 Total 2,015,125 2.9% CORPORATE STOCK (Lyons Peony Trust): 11,514 Total 11,514 0.0% TOTAL CITY MANAGED FUNDS 70,223,853 72.7% vasal City of Dubuque FY 15 Schedule of City Funds March 2015 FINANCIAL ADVISORS MANAGED FUNDS PORTFOLIO TOTAL COMPOSITION COST CITYFUNDS PERCENTAGE BASIS PERCENTAGE DANA INVESTMENT ADVISORS, INC: Cash and Equivalents 3.1% 458,930 US Treasury Obligations 43.0% 1,946,312 US Agencies 0.0% Mortgaged Backed Securities 53.9% 3,722,669 Total 100.0% 6,127,912 8.7% DUBUQUE BANK&TRUST: Cash and Equivalents 3.1% 259,305 US Treasury Obligations 96.9% 7,652,391 US Agencies 0.0% Mortgaged Backed Securities 0.0% Total 100.0% 7,911,695 11.3% FIRST COMMUNITY TRUST: Cash and Equivalents 29.9% 338,476 US Treasury Obligations 0.0% US Agencies 60.3% 4,333,260 Mortgaged Backed Securities 9.8% 384,231 Total 100.0% 5,055,966 7.1% US BANK: Cash and Equivalents 11.1% 1,743,230 US Treasury Obligations 13.8% 500,000 US Agencies 75.1% 4,690,139 Mortgaged Backed Securities 0.0% 375,027 Total 100.0% 7,308,397 10.4% GRAND TOTAL 26,403,970 37.4% BREAKDOWN BY TYPE OF SECURITY: Cash &Equivalents 10.4% 2,799,941 3.9% US Treasury Obligations 43.0% 10,098,703 16.1% US Agencies 32.3% 9,023,399 12.1% Mortgage Backed Securities 14.4% 4,481,927 5.4% TOTAL FINANCIAL ADVISORS MANAGED FUNDS 100.0% 26,403,970 37.4% TOTAL CITY FUNDS 96,627,823 100.0% RECAP OF PORTFOLIO PERCENTAGES Managed City Combined CASH&EQUIVALENTS 3% 0% 3% CHECKING/SAVINGS ACCTS 0% 64% 64% MORTGAGE BACKED SECURITIES 5% 0% 5% CERTIFICATES OF DEPOSIT 0% 6% 6% U.S.TREASURY OBLIGATIONS 10% 2% 13% FEDERAL AGENCIES 9% 0% 9% Total 27% 73% 100% P,g 2 CITY OF DUBUQUE MONTHLY INVESTMENT SUMMARY Month Ending: 03/31/15 First Community Managed Combined Dana DB&T Trust US Bank Accounts City Finance Total COST BASIS ANALYSIS Cost Basis Prior Month 6,115,962 7,913,960 5,048,059 7,301,730 26,379,710 63,580,882 89,960,592 Additions: Interest Earnings 11,381 1 10,305 8,763 30,451 17,110 47,561 Realized Gains(Losses) 2,403 0 (852) 0 1,551 1,551 Total Additions 13,784 1 9,453 8,763 32,002 17,110 49,112 Subtractions: Management Fees (1,291) (1,651) (1,052) (1,509) (5,503) (5,503) Custodian Fees (543) (615) (494) (587) (2,239) (2,239) Bank Charges (404) (404) Total Subtractions (1,834) (2,266) (1,546) (2,096) (7,742) (404) (8,146) Cost Basis Current Month 6,127,912 7,911,695 5,055,966 7,308,397 26,403,970 63,597,588 90,001,558 Net Cash Receipts&(Disbursements) 6,626,265 6,626,265 Ending Cost Basis Balance 6,127,912 7,911,695 5,055,966 7,308,397 26,403,970 70,223,853 96,627,823 MARKET VALUE ANALYSIS Investment Market Value Prior Month(Adjusted for Accruals) 6,224,726 7,932,036 5,069,241 7,263,378 26,489,380 64,483,964 90,973,344 Investment Market Value Current Month 6,215,666 7,928,539 5,078,078 7,259,805 26,482,087 71,143,402 97,625,490 Accrued Interest Current Month 18,734 11,720 18,939 20,972 70,366 20,005 90,371 Market Value Adjusted for Accruals 6,234,400 7,940,259 5,097,016 7,280,778 26,552,453 71,163,408 97,715,860 Portfolio Returns(computed by Investment Managers) Monthly Return Gross of Fees 0.16% 0.13% 0.58% 0.27% Monthly Return Net of Fees 0.14% 0.10% 0.56% 0.24% Total Return Calendar Year to Date 2015 Gross 0.49% 0.36% 1.34% 0.40% Effective Duration in Years 0.70 0.80 2.72 1.63 Market Indices Average Last Calendar Last Last Month Year to Date 12 Months 3 Years Barclays 90 Day T-Bills 0.00% 0.01% 0.04% 0.09% Barclays Short Term 1-5 Yr Govt.bonds 0.24% 0.54% 1.04% 0.70% Barclays Intermediate Govt bonds 0.53% 1.25% 3.15% 1.54% Barclays Government Bonds 0.61% 1.60% 5.22% 2.32% Current Prime Rate 3.25% City of Dubuque Schedule of Certificates of Deposit,Accrued Interest, High Yield Savings Accounts &Unspent Bond Proceeds As of March 31, 2015 Certificates of Deposit: Certificate CIM Cost Purchase Maturity Interest Days to Accrued Accrued Number Institution Basis Date Date Rate Maturity Das Interest 3913 DB&T M 800,000 10/16/14 04/16/15 0.39% 16 166 1,418.96 9955 ATSB M 1,000,000 11/10/14 05/11/15 0.40% 41 141 1,545.21 1586 ATSB M 800,000 02/02/15 08/03/15 0.41% 125 57 512.22 4067 DB&T M 1,000,000 02/17/15 09/04/15 0.40% 157 42 460.27 27944 EDSB M 800,000 03/05/15 10/06/15 0.42% 189 26 241.05 27888 EDSB M 1,000,000 11/25/14 06/08/15 0.42% 69 126 1,453.32 27891 EDSB M 800,000 12/04/14 07/07/15 0.42% 98 117 1,079.61 Totals 6,200,000 6,710.64 Account CD Balance Accrued Interest DMASWA 6,200,000 6,710.64 Weighted Yield: 0.409% City 0 0.00 Weighted Maturity in Days: 98.3 6,200,000 6,710.64 High Yield Savings Accounts Account CIM Ending APR @ Accrued Number Institution Balance Month End Interest 671460 DB&T C 16,483 0.14% 933.36 44444116 EDSB C 1,516,151 0.30% 386.31 1,532,634 1,319.67 U.S. Treasury Bond Account c/M Ending Maturity Face Value Accrued Number Institution Balance Date Interest Rate Interest 2152-1478 LPL Financial C 2,856,155 02/15/37 4.75% 11,974.73 Unspent Bond Proceed Investment Accounts: Ending APR Bond Issue Institution c/M Balance Month End 2010A AT&S C 370,338 0.30% 2010B AT&S C 823,714 0.30% 2011A DB&T C 385,987 0.30% 2012B DB&T C 2,459,303 0.32% 2012C DB&T C 2,048,160 0.32% 2012D DB&T C 2,271,484 0.32% 2012E DB&T C 1,482,907 0.17% 2012F DB&T C 518,285 0.35% 2012H DB&T C 1,828,880 0.17% 2014A AT&S C 4,707,392 0.48% 2014B AT&S C 16,864,037 0.52% 20140 AT&S C 7,169,436 0.48% DMASWA AT&S M 4,570,040 0.45% 45,499,961 (M)=DUBUQUE METROPOLITAN AREA SOLID WASTE AGENCY (C)=CITY FUNDS Print Date:4/172015