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Quarterly Investment Report Copyright 2014 City of Dubuque Consent Items # 14. ITEM TITLE: Quarterly Investment Report SUMMARY: City Manager transmitting the June 30, 2015 Quarterly Investment Report. SUGGESTED DISPOSITION: Suggested Disposition: Receive and File ATTACHMENTS: Description Type ❑ June 30,2015 Quarterly Investment Report-MVM Memo City Manager Memo ❑ June 30,2015 Quarterly Investment Report memo Staff Memo ❑ Cash Investments and Investment Earnings Summary Supporting Documentation ❑ 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: June 30, 2015 Quarterly Investment Report DATE: July 28, 2015 Finance Director Ken TeKippe is transmitting the attached June 30, 2015 Quarterly Investment Report. S4-'6�- MicKael C. Van Milligen MCVM:jh Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager Teri Goodmann, Assistant City Manager Kenneth J. TeKippe, Finance Director 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: June 30, 2015 Quarterly Investment Report DATE: July 27, 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 April 1, 2015 through June 30, 2015. The report includes: Cash Investments and Investment Earnings Summary for quarter ended June 30, 2014 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 Cash, Investments and Investment Earnings Summary For The Quarter Ended June 30, 2015 And Fiscal Year To Date Market Value / Unrealized Carrying Including Gain (Loss) / Description Value Accrued Interest Accrued Interest Change & Petty Cash Funds 15,666 15,666 - Checking/Savings Accounts 11 ,860,939 11 ,860,939 - High Yield Savings Accounts 1 ,534,987 1 ,534,987 - Unspent Bond Proceeds 58,573,986 58,573,986 - Certificates Of Deposit 5,800,000 5,807,148 7,148 US Treasury Securities 2,015,125 2,664,195 649,070 Corporate Stock (EB Lyons Trust) 11 ,514 94,480 82,966 Investment Advisor Accounts 26,451 ,000 26,540,709 89,709 Total Funds 106,263,217 107,092,110 828,893 Breakdown City 96,093,455 96,915,200 821 ,745 Metro 10,169,762 10,176,910 7,148 Total Combined Funds 106,263,217 107,092,110 828,893 Cash Basis Quarter Year-To-Date Gross Earnings: City 169,914 613,086 Metro 11 ,823 29,469 Combined 181,737 642,555 Investment Fees: City 31 ,423 104,325 Metro 186 1 615 Combined 31,609 104,941 Net Earnings: City 138,490 508,760 Metro 11 ,637 28,854 Combined 150,127 537,614 FV123DATAAFINSECAI 0 A C\MVM Quarterly Inv.Report;A2015 Jun eACouncil Summary-G2015 As ]/2]/2015 City of Dubuque FY 15 Schedule of City Funds Current TOTAL COST CITY FUNDS City Managed Funds BASIS PERCENTAGE CASH: Change and Petty Cash Funds 15,666 Health Fund Deposit 150,000 Prescription Fund Deposit 75,000 Workers Comp Deposit 10,000 Pitney Bowes Postage Deposit Total 250,666 0.3% CHECKING/SAVINGS ACCOUNTS: American Trust&Savings Bank(General) 217,148 American Trust&Savings Bank(Housing Rehab&section a) 110,546 Dubuque Bank&Trust(Generai/Metre/Leivure) 10,476,501 Dubuque Bank&Trust(cable Franchise Equipment Fund) 640,274 US Bank (General/Ambulance) 124,982 Premier(utility) 2,140 East Dubuque Savings Bank(unity) 2,894 Dubuque Bank&Trust Police Forfeiture Funds 37,591 BBVA Compass 13,865 Total 11,625,939 14.6% UNSPENT BOND PROCEED INVESTMENT ACCOUNTS: AT&S Series 2010A 370,585 AT&S Series 2010B 352,968 DB&T Series 2011A 332,179 DB&T Series 2012B 2,451,378 DB&T Series 2012C 957,098 DB&T Series 2012D 1,710,363 DB&T Series 2012E 1,291,496 AT&S Series 2012F 483,792 DB&T Series 2012H 1,652,964 AT&S Series 2014A 3,625,575 AT&S Series 2014B 15,830,484 AT&S Series 2014C 4,922,977 AT&S DMASWA 4,005,037 AT&S Series 2015A 8,005,295 Fidelity Series 2015A 10,501,795 Total 56,493,986 70.8% CERTIFICATES OF DEPOSIT: DB&T 1,000,000 ATSB 800,000 FB&T 900,000 E DS B 3,100,000 Total 5,800,000 7.3% HIGH YIELD SAVINGS ACCOUNTS: Dubuque Bank&Trust(Premium savings) 17,417 East Dubuque Savings Bank(Advantage savings) 1,517,570 1,534,987 1.9% U.S. TREASURY OBLIGATIONS: Debt Service Reserve Fund Required for Port Ramp 2,015,125 Total 2,015,125 2.5% Bond Reserve: Sales Tax Increment Rev Bond Reserve 2,080,000 Total 2,080,000 2.6% CORPORATE STOCK(Lyons Peony Trust). 11,514 vasa 1 City of Dubuque FY 15 Schedule of City Funds Current Total 11,514 0.0% TOTAL CITY MANAGED FUNDS 79,812,217 75.1% FINANCIAL ADVISORS MANAGED FUNDS PORTFOLIO TOTAL COMPOSITION COST CITY FUNDS PERCENTAGE BASIS PERCENTAGE DANA INVESTMENT ADVISORS, INC: Cash and Equivalents 4.1% 249,882 US Treasury Obligations 5.2% 321,065 US Agencies 22.0% 1,348,889 Mortgaged Backed Securities 68.7% 4,211,410 Total 100.0% 6,131,246 23.2% DUBUQUE BANK&TRUST: Cash and Equivalents 3.5% 273,647 US Treasury Obligations 20.4% 1,618,686 US Agencies 76.1% 6,028,705 Mortgaged Backed Securities 0.0% Total 100.0% 7,921,038 29.9% FIRST COMMUNITY TRUST: Cash and Equivalents 0.5% 27,742 US Treasury Obligations 0.0% US Agencies 92.4% 4,688,823 Mortgaged Backed Securities 7.1% 359,242 Total 100.0% 5,075,807 19.2% US BANK: Cash and Equivalents 32.9% 2,411,691 US Treasury Obligations 0.0% 0 US Agencies 61.9% 4,536,191 Mortgaged Backed Securities 5.1% 375,027 Total 100.0% 7,322,909 27.7% GRAND TOTAL 26,451,000 24.9% BREAKDOWN BY TYPE OF SECURITY: Cash& Equivalents 11.2% 2,962,962 US Treasury Obligations 7.3% 1,939,750 US Agencies 62.8% 16,602,608 Mortgage Backed Securities 18.7% 4,945,680 TOTAL FINANCIAL ADVISORS MANAGED FUNDS 100.0% 26,451,000 TOTAL CITY FUNDS 106,263,217 100.0% RECAP OF PORTFOLIO PERCENTAGES Managed City Combined CASH&EQUIVALENTS 3% 0% 3% CHECKING/SAVINGS ACCTS 0% 66% 66% MORTGAGE BACKED SECURITIES 5% 0% 5% CERTIFICATES OF DEPOSIT 0% 5% 5% U S.TREASURY OBLIGATIONS 2% 2% 4% FEDERAL AGENCIES 16% 0% 16% Total 25% 73% 98% Paget CITY OF DUBUQUE MONTHLY INVESTMENT SUMMARY Month Ending: 06/30/15 First Community Managed Combined Dana DB&T Trust US Bank Accounts City Finance Total COST BASIS ANALYSIS Cost Basis Prior Month 6,126,806 7,923,297 5,070,616 7,321,810 26,442,529 73,817,892 100,260,421 Additions: Interest Earnings 6,268 2 7,437 3,201 16,909 52,889 69,798 Realized Gains(Losses) (1,286) (690) (1,976) (1,976) Total Additions 4,982 2 6,748 3,201 14,933 52,889 67,822 Subtractions: Management Fees 0 (1,645) (1,060) (1,515) (4,219) (4,219) Custodian Fees (543) (616) (496) (588) (2,243) (2,243) Bank Charges (1,775) (1,775) Total Subtractions (543) (2,261) (1,556) (2,102) (6,462) (1,775) (8,236) Cost Basis Current Month 6,131,246 7,921,038 5,075,807 7,322,909 26,451,000 73,869,007 100,320,007 Net Cash Receipts&(Disbursements) 5,943,211 5,943,211 Ending Cost Basis Balance 6,131,246 7,921,038 5,075,807 7,322,909 26,451,000 79,812,217 106,263,217 MARKET VALUE ANALYSIS Investment Market Value Prior Month(Adjusred forAccruals) 6,227,451 7,947,137 5,103,062 7,286,301 26,563,950 74,643,724 101,207,674 Investment Market Value Current Month 6,203,838 7,931,142 5,075,951 7,262,772 26,473,703 80,508,064 106,981,766 Accrued Interest Current Month 24,731 6,028 14,915 21,333 67,006 43,338 110,345 Market Value Adjusted for Accruals 6,228,568 7,937,169 5,090,866 7,284,105 26,540,709 80,551,402 107,092,111 Portfolio Returns(computed by Investment M a uppers) Monthly Return Gross of Fees 0.07% (0.10%) (0.21%) 0.00% Monthly Return Net of Fees 0.05% (0.13%) (0.24%) (0.03%) Total Return Calendar Year to Date 2015 Gross 0.52% 0.40% 1.31% 0.54% Effective Duration in Years 0.91 1.05 3.75 1.52 Market Indices Average Last Calendar Last Last Month Year to Date 12 Months 3 Years Barclays 90 Day T-Bills 0.00% 0.01% 0.03% 0.08% Barclays Short Term 1-5 Yr Govt.bonds 0.02% 0.69% 0.91% 0.68% Barclays Intermediate Govt bonds -0.39% 0.82% 1.79% 0.90% Barclays Government Bonds -0.85% 0.08% 2.27% 0.93% Current Prime Rate 3.25% City of Dubuque Schedule of Certificates of Deposit,Accrued Interest, High Yield Savings Accounts &Unspent Bond Proceeds As of June 30, 2015 Certificates of Deposit: Certificate CSM Cost Purchase Maturity Interest Days to Accrued Accrued Number Institution Basis Date Date Rate Maturity Das Interest 27981 EDSB M 600,000 04/16/15 11/02/15 0.45% 125 75 558.49 123699 FB&T M 900,000 05/11/15 12/03/15 0.46% 156 50 569.59 1586 ATSB M 800,000 02/02/15 08/03/15 0.41% 34 148 1,329.97 4067 DB&T M 1,000,000 02/17/15 09/04/15 0.40% 66 133 1,457.53 27944 EDSB M 800,000 03/05/15 10/06/15 0.42% 98 117 1,084.73 28016 EDSB M 900,000 06/08/15 01/14/16 0.42% 198 22 228.38 27891 EDSB M 800,000 12/04/14 07/07/15 0.42% 7 208 1,919.30 Totals 5,800,000 7,147.99 Account CD Balance Accrued Interest DMASWA 5,800,000 7,147.99 Weighted Yield: 0.426% City 0 0.00 Weighted Maturity in Days: 98.4 5,800,000 7,147.99 High Yield Savings Accounts Account CIM Ending APR @ Accrued Number Institution Balance Month End Interest 671460 DB&T C 17,417 0.01% 0.00 44444116 EDSB C 1,517,570 0.22% 0.00 1,534,987 0.00 U.S. Treasury Bond Account aM Ending Maturity Face Value Accrued Number Institution Balance Date Interest Rate Interest 2152-1478 LPL Financial C 2,628,005 02/15/37 4.75% 36,190.28 Unspent Bond Proceed Investment Accounts: Ending APR Bond Issue Institution aM Balance Month End 2010A AT&S C 370,585 0.20% 2010B AT&S C 352,968 0.20% 2011A DB&T C 332,179 0.30% 2012B DB&T C 2,451,378 0.32% 2012C DB&T C 957,098 0.33% 2012D DB&T C 1,710,363 0.34% 2012E DB&T C 1,291,496 0.17% 2012F AT&S C 483,792 0.30% 2012H DB&T C 1,652,964 0.17% 2014A AT&S C 3,625,575 0.48% 2014B AT&S C 15,830,484 0.52% 20140 AT&S C 4,922,977 0.48% DMASWA AT&S M 4,005,037 0.45% 2015A AT&S C 8,005,295 0.50% 2015A FB&T C 10,501,795 0.68% 56,493,986 (M)=DUBUQUE METROPOLITAN AREA SOLID WASTE AGENCY (C)=CITY FUNDS Print Date:7272015