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HomeMy WebLinkAboutAgenda Report - July 17, 1996 (66)CITY OF LODI AGENDA TITLE: Investment Account Disclosure MEETING DATE: July 17, 1996 COUNCIL COMMUNICATION PREPARED BY: Finance Director RECOMMENDED ACTION: That the City Council by motion/action accept the second quarterly report of the City of Lodi pooled money investment account as required by SB564. BACKGROUND INFORMATION: The investment report is currently included in the monthly executive report distributed to Council. SB564 requires local agency treasurers to submit a report on investments at a public meeting. This report must include a written statement of Investment Policy and a quarterly report on investments in the Pooled Money Investment Account. The California Municipal Treasurer's Association (CMTA) has formed a committee to examine SB564 in an attempt to clarify the intent of some of the language. The City of Lodi maintains membership in CMTA and as guide lines are set forth by the CMTA committee, future reports may differ in format and/or content The Finance Department will continue to include the investment report monthly as part of the executive report. FUNDING: None Vicky McAthie Finance Director APPROVED' c H. Dixon Flynn - City Uanner 07/05/1996 1 City of Lodi PM - 2 INVESTMENT PORTFOLIO DETAILS - INVESTMENTS CITY JUNE 30, 1996 ACCRUAL INVESTMENT AVERAGE PURCHASE STATED --- YTM --- MATURITY DAYS NUMBER ISSUER BALANCE SATE BOOK VALUE FACE VALUE MARKET VALUE RATE 360 365 DATE TO MAT ---------------------------------------------------------------------------------------------------------------------------------- LOCAL AGENCY INVESTMENT FUNDS 1000 Local Agency Invest. Fund 10,950,000.00 10,950,000.00 10,950,000.00 5.502 5.427 5.502 1 1001 Local Agency Inv Fund (LPIC 11,013,250.00 11,013,250.00 11,013,250.00 5.502 5.427 5.502 1 ----------------- ------------------------------------------ ------ ------ ------ SUBTOTALS and AVERAGES 21,893,25D.00 21,963,250.00 21,963,250.00 21,963,250.00 5.427 5.502 1 CERTIFICATES OF DEPOSIT - BANK 2078 Central Sierra Bank 02/26/96 100,000.00 100,000.00 100,000.00 4.550 4.550 4.613 08/26/96 56 2049 Farmers and Merchants Bank 12/20/95 1,000,000.00 1,000,DOD.00 1,000,000.00 5.100 5.100 5.171 12/20/96 172 2065 First Interstate Bank 01/02/96 100,000.00 100,D00.00 100,000.00 4.650 4.650 4.715 07/03/96 2 2077 Bank of Lodi 02/13/96 100,000.00 100,DDD.00 100,000.00 5.000 5.000 5.069 08/13/96 43 2068 Stockton Savings Bank 01/09/96 100,000.00 100,DDD.00 100,000.00 5.520 5.520 5.597 01/09/97 192 2076 Wells Fargo Bank 01/24/96 100,000.00 100,000.00 100,000.00 4.500 4.500 4.563 07/22/96 21 ----------------- ---------------------------- -------------- ------ ------ ------ SUBTOTALS and AVERAGES 1,500,000.00 1,500,000.00 1,500,000.00 1,500,000.00 5.015 5.084 136 PASSBOOK/CHECKING ACCOUNTS 4003 Bank of America 441,809.56 441,809.56 441,809.56 0.000 0.000 0.000 1 4000 Farmers & Merchants 649,680.90 649,680.90 649,680.90 1.510 1.489 1.510 1 ----------------- -------------- ----------- L -- -------------- ------ ------ ------ SUBTOTALS and AVERAGES 906,330.88 1,091,490.46 1,091,490.46 1,091,490.46 0.886 0.899 1 TREASURY SECURITIES - COUPON 8005 U. S. Treasury Notes 11/24/93 999,369.83 1,000,000.00 995,940.00 4.375 4.494 4.556 11/15/96 137 8006 U. S. Treasury Notes 02/15/94 999,538.24 1,000,000.00 994,060.00 4.750 4.764 4.830 02/15/97 229 6007 U. S. Treasury Notes 04/15/94 997,988.09 1,000,000.00 1,000,000.00 6.000 6.074 6.158 11/30/97 517 ----------------- ------------------------------------------ ------ ------ ------ SUBTOTALS and AVERAGES 2,996,743.79 2,996,896.16 2,990,000.00 3,000,000.00 5.110 5.181 294 ----------------------------------------------------------------------------------------------------- TOTAL INVESTMENTS and AVG. $ 27,551,636.62 27,544,740.46 27,296,324.68 27,554,740.46 5.190% 5.262% 40 i 07/05/1996 City of Lodi PM - 1 PORTFOLIO MASTER SUMMARY CITY JUNE 30, 1996 ACCRUAL AVERAGE ---YIELD TO MATURITY --- PERCENT OF AVERAGE DAYS TO 360 365 INVESTMENTS ------------------------------------------------------------------------------------------------------------------------------------ BOOK VALUE PORTFOLIO TERM MATURITY EQUIVALENT EQUIVALENT Local Agency Investment Funds ................$ 21,963,250.00 79.72 1 1 5.427 5.502 Certificates of Deposit - Bank ...............$ 1,500,000.00 5.44 317 136 5.015 5.084 Passbook/Checking Accounts ...................$ 1,091,490.46 3.96 1 1 0.886 0.899 Treasury Securities - Coupon .................$ 2,996,896.16 10.88 1,169 294 5.110 5.181 TOTAL INVESTMENTS and AVERAGES .............$ ------------------------------------------------------------------------------ 27,551,636.62 100.00% 145 40 5.1901 5.2621 MONTH ENDING FISCAL FISCAL TOTAL EARNINGS JUNE 30 YEAR TO DATE YEAR ENDING Current Year $ 118,910.02 $ 1,545,689.63 $ 1,545,689.63 AVERAGE DAILY BALANCE $ 27,296,324.68 $ 29,093,430.99 EFFECTIVE RATE OF RETURN 5.30% 5.30% �Z!g, /'�C(�L�LGLUT%(,!� Based on the approved budget and to the extent the budget is adhered to, Maxine Cadwallader liquidity is available"for the next three to six months. Union Bank of Deputy Treasurer California is the source of market valuation. 7-05 -96 DATE 07/05/1996 1 City of Lodi PM - 3 PORTFOLIO MASTER INVESTMENT ACTIVITY BY TYPE CITY JUNE 1, 1996 - JUNE 30, 1996 ACCRUAL CERTIFICATES OF DEPOSIT - BANK PASSBOOK/CHECKING ACCOUNTS (Monthly Summary) 4003 Bank of America 4000 Farmers & Merchants SUBTOTALS and ENDING BALANCE TREASURY SECURITIES - COUPON TOTALS 0.000 1.510 1,722,170.89 6,750,546.44 8,472,717.33 1,413,308.31 6,456,695.94 7,870,004.25 1,500,000.00 1,091,490.46 2,996,896.16 9,172,717.33 8,370,004.25 27,551,636.62 STATED TRANSACTION PURCHASES SALES/MATURITIES TYPE INVESTMENT # ---------------------------------------------------------------------------------------------------------------------------------- ISSUER RATE DATE OR DEPOSITS OR WITHDRAWALS BALANCE LOCAL AGENCY INVESTMENT FUNDS (Monthly Summary) 1000 Local Agency Invest. Fund 5.502 700,000.00 200,000.00 1001 Local Agency Inv Fund (LPIC) 5.502 300,000.00 SUBTOTALS and ENDING BALANCE 700,000.00 500,000.00 21,963,250.00 CERTIFICATES OF DEPOSIT - BANK PASSBOOK/CHECKING ACCOUNTS (Monthly Summary) 4003 Bank of America 4000 Farmers & Merchants SUBTOTALS and ENDING BALANCE TREASURY SECURITIES - COUPON TOTALS 0.000 1.510 1,722,170.89 6,750,546.44 8,472,717.33 1,413,308.31 6,456,695.94 7,870,004.25 1,500,000.00 1,091,490.46 2,996,896.16 9,172,717.33 8,370,004.25 27,551,636.62 07/05/1996 PM - 4 City of Lodi CITY INVESTMENT ACTIVITY SUMMARY ACCRUAL JUNE 1995 through JUNE 1996 YIELD TO MATURITY MANAGED NUMBER OF NUMBER OF AVERAGE MONTH NUMBER OF TOTAL 360 365 POOL SECURITIES SECURITIES AVERAGE DAYS TO END YEAR ------------------------------------------------------------------------------------------------------------------- SECURITIES INVESTED EQUIV EQUIV RATE PURCHASED MATURED/SOLD TERM MATURITY June 95 17 29,874,708.57 4.572 4.635 5.997 0 1 174 103 July 95 17 29,124,360.40 5.668 5.747 5.972 2 2 178 101 August 95 17 29,670,050.06 5.603 5.680 5.910 0 0 175 93 September 95 16 29,235,852.27 5.478 5.554 5.890 0 1 140 64 October 95 16 28,851,702.35 5.477 5.553 5.784 1 1 142 61 November 95 16 27,909,671.99 5.435 5.511 5.805 0 0 147 58 December 95 16 26,997,821.00 5.506 5.583 5.805 1 1 152 68 January 96 16 27,401,708.03 5.372 5.447 5.698 3 3 149 64 February 96 15 27,068,033.20 5.358 5.432 5.690 2 3 148 61 March 96 15 26,875,161.88 5.219 5.291 5:557 ' 0 0 150 57 April 96 13 26,507,215.46 5.283 5.357 5.538 0 1 151 52 May 96 13 26,748,608.30 5.318 5.391 5.538 0 0 150 46 June 96 --------------------------------------------------------------------------------------------------- 13 27,551,636.62 5.190 5.262 5.502 0 0 145 40 AVERAGES 15 $ 27,985,886.93 5.345% 5.419% 5.745% 1 1 154 67 07/05/1996 - 5 City of Lodi CITY DISTRIBUTION OF INVESTMENTS BY TYPE ACCRUAL JUNE 1995 through JUNE 1996 MONTH ---------------------------------- TYPES OF INVESTMENTS ---------------------------------- END YEAR -------------------------------------------------------------------------------------------------------- LA1 BCD SCD PA1 BAC CPI COM RPA FAC FAD TRC TRD GNI June 95 58.4 5.7 22.5 3.4 10.0 July 95 77.3 5.8 3.2 3.4 10.3 August 95 77.2 5.7 3.6 3.4 10.1 September 95 79.2 5.8 4.8 10.2 October 95 80.4 5.9 3.3 10.4 November 95 78.5 6.1 4.7 10.7 December 95 80.0 6.3 2.6 11.1 January 96 79.0 6.2 3.9 10.9 February 96 79.2 5.9 3.8 11.1 March 96 78.9 6.0 4.0 11.2 ' April 96 80.4 5.7 2.6 11.3 May 96 81.4 5.6 1.8 11.2 June 96 79.7 ------------------------------------------------------------------------------------------ 5.4 4.0 10.9 AVERAGES 77.7% .......................................................................................... 5.9% 5.0% 0.8% 10.7% LA1 - Local Agency Investment Funds SCD - Certificates of Deposit - S & L BAC - Bankers Acceptances COM - Commercial Paper - Discount FAC - Federal Agency Issues - Coupon TRC - Treasury Securities - Coupon GN1 - Mortgage Backed Securities BCD - Certificates of Deposit - Bank PA1 - Passbook/Checking Accounts CPI - Commercial Paper - Interest Bearing RPA - Repurchase Agreements FAD - Federal Agency Issues - Discount TRD - Treasury Securities - Discount 07/05/1996 PM - 6 City of Lodi CITY INTEREST EARNINGS SUMMARY ACCRUAL JUNE 30, 1996 MONTH ENDING FISCAL JUNE 30, 1996 YEAR TO DATE CD/Coupon/Discount Investments: Interest Collected $ 15,805.38 $ 288,478.55 PLUS Accrued Interest at End of Period 29,265.91 29,265.91 LESS Accrued Interest at Beginning of Period ! 26,403.49) ( 67,118.91) ------------------ ------------------ Interest Earned during Period $ 18,667.80 250,625.55 ADJUSTED by Premiums and Discounts 315.24 3,855.53 ADJUSTED by Capital Gains or Losses 0.00 104.17 Earnings during Period 18,983.04 $ 254,585.25 ...�.�.:....._.... .................. .................. Mortgage Backed Securities: Interest Collected $ 0.00 $ 0.00 PLUS Accrued Interest at End of Period 0.00 0.00 LESS Accrued Interest at Beginning of Period ( 0.00) ( O.OD) ------------------ ------------------ Interest Earned during Period $ 0.00 0.00 .....= ADJUSTED by Premiums and Discounts . s . 60'.00 i6C•=�=.0.00 ADJUSTED by Capital Gains or Losses 0.00 0.00 Earnings during Period 0.00 $ 0.00 ............... a................. Cash/Checking Accounts: Interest Collected $ 0.00 $ 1,329,432.97 PLUS Accrued Interest at End of Period 31,601,174.60 31,801,174.60 LESS Accrued Interest at Beginning of Period ( 31,701,247.62) i 31,839,503.19) Interest Earned during Period -------------- $ .................. --- 99,926.98 ------------------ $ .................. 1,291,104.38 TOTAL Interest Earned during Period $ 118,594.78 $ 1,541,729.93 TOTAL Ajustments from Premiums and Discounts $ 315.24 $ 3,855.53 TOTAL Capital Gains or Losses $ 0.00 $ 104.17 TOTAL Earnings during Period ------------------ $ 118,910.02 ------------------ $ 1,545,689.63