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HomeMy WebLinkAbout1997-01-28; City Council; 14015; REPORT ON CITY INVESTMENTS AS OF DECEMBER 31, 1996CITd)bF CARLSBAD - AGENB BILL 4 n 1 ._ ( AB# jy,o 15 DEPT. H - TITLE: MTG. 1/28/97 REPORT ON CITY INVESTMENTS CITYATTY: % - DEPT. TRS AS OF DECEMBER 31,1996 1 CITY MGR: -2 I RECOMMENDED ACTION: I Accept and file report. ITEM EXPLANATION The City’s investment Policy requires the City Treasurer to report to the City Council on monthly basis the status of the City’s investment portfolio. This report is presented to Cour each month on the investments held. I In summary, the City’s investment portfolio as of December 31, 1996 is as follows: e 0 Ek a 9 2 Investment Portfolio (Cash and Securities) Current Month Prior Month Par Value Cost of Investments 156,694,49C 170,500,379 155,769,59€ 169,950,735 Book Value of Investments (1) Market Value (2) 157,082,45E 170,900,700 156,868,18C 170,120,420 (1) Book value is cost adjusted for amortized premiums and discounts. (2) Source of market values is Wells Fargo’s custodial report as of 12/31/96. Interest Income Current Current Income Month FYTD Month FYTD Month Prior Cash Income Fiscal 990,001 4,429,523 5,419,529 Year-to-Date Total Income Over The Life 24,158,134 24,194,019 Of The investment If Held To Maturity e 0 PAGE TWO OF AGENDA BILL NO. j qi 0 I 2 Investment Performance Average Life /Years) Average Yield October 1996 5.75 1.40 December 1996 5.73 1.51 November 1996 5.72 1.48 I I I I All investments have been made in accordance with the City’s Investment Policy adopted Janus 1985 and last revised September IO, 1996. All investments were initially made in accordance the City’s Investment Policy. Events subsequent to the purchase might have resulted in I investments not being in compliance with the current policy. These events are typically a chanl the City’s Investment Policy or a change in the credit rating subsequent to a purchase. See Exh and 6 for details. Investment portfolio has the ability to meet the City’s cash flow demands for the next six (6) mc EXHIBITS: 1. Investment Portfolio Breakdown By Book Value, Market Value, Cash Income, and Ave Yield 2. Investment Portfolio Breakdown Of Maturities 3. Investment Portfolio Graphs 4. Fourth Quarter Transactions 5. Investment Report 6. Reconciliation of Fund Source to Investment Portfolio 7. Corporate Note Ratings 8. Percentage Weightings By Corporate Note Issuer 9. Investments Held Separately - Quarterly Report 0 0 Exhibit 1 0 0 k 3 2 !3 9 2 0 a H z * tm 5 n 2 4 u k 0 E i; W Q\ 5 & w h l.4 M !2 21 u w w n m 4 2 8 & Q Q k 8 : E! Q g 8 & Q 3 g s T -T 4 B 2 g 3 0 M 0 4 h 0 E 4 Q 4 9 % l Ek ak 4 'i: 86 2s $5 s cg u 2% 53 uc, 3: V* d 9 c 51 .s >$ 15 42 ZE 8 8 c, k 5 8 L I 7 z M 81 11 c, E E L 3 $1 5 4 2 3 z 0 0 0 0 0 e 0 8 0 8 G 0 0 0 0' 4 a 0 8 0 0 9 G 0 0 0 0 6 3 z 3 2 M P 2 0 m m m r- N, 3 0 m N I? N 0" 3 !2 2 00 0 :* 2 m m " a m 00 3 m N M" i5 3 x m M ? s 2 a a, 3 P 2 3 m P m L? 00 2" L? 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Q 0 m m N x :* 3 69 0 00 3 00- L? :- M €4 3 0 N 2- 2 e 3 64 M m 3 :" 00 M 64 3 0 0 0 0 t" 3 €4 r; rn Cll 2 0 b 0 0 Exhibit N h 4 0 z E Y 2 0 2 E T g ;z E P p e r/l 4 E5 $4 2 58 J 3: B 0 c;l ow % aw h ca Q m9R tri 4-f 2 8 ie c 8 u T 4 0 GL 0 8 w $ Q SI 8 ssss$s$$$ s -mNN 2 88" 09- mSem 2 21 8 g s Gl 2 2 0 0 0 w P 3 3 3 N" N N e 3 m N, + \D 3 30 3 3 P d N 0 Q., ", 2 m m d m :- 2 N E\ CQ m m m &* 2 In !E -1 63 rn E * s g v, M 0 0 0 0 m N 3 3 v) 3 LC 0 0, d - 2- + 0 0 01 m m 3 2- cn N 63 s t; c? 2 s g ooommoooo1 3r-10 30 m s 3 "! v)d3 *- ;e 3 0- 4 +* * omv) cr) m N 63 10 0 3 30- m2 -1 g * d rl E x E 0 0 0 d z r" 2 3 N 30 rn d 30 c" ", 0, v) N Q', -* 3 30 3 3 N 0 :* 3 ** cn m d v) 2- 2 N $1 00 m N z 3 0 3 63 30 3 r- - m b u q82tH26~gg b&2 *? 2 d b u rn 4 E e a s 0 0 Exhibit 3 0 I a" m ->> r aa 22 .i4 7-4 I 3 & h2 Em en H G I i m d) 5 M 3 E E k aJ 0 h 0 "oa d 5 n if j q mfgo s b m T= ................... ................... ................ ............. % A4 ce d) Ll m I s 7 F 0 c3 e e e 0 c6 0 Ifl c6 *d I rr! 04 m H u h ro G r%l I 0 E I m 4) z H % 0 d 0 Td A4 c6 0 s a \9 m m + c\ * m 8 E s 6) 0 fi 2 CI 0 s r cci N v) 0 0 u) C 0 % a z .I d) E - .c, 2 v) a E a 0 Q + Lp. a U L os 03 3 3 u, JLL Cn 0 Y C Q) S 330 0" .c, e? 2 - \ b a= 8 - a Im €I la 01 I I s ci 0 \O r I s c6 0 c') # I s Ti 00 N 0 a Exhibit 00" ~mrnmoe m - 882 o,s;fi:s 0 2:;: z- z Pf (D* 7 5 g* me 0- m. z: 2 q 0x8 NNOO -00 v) 00 moa (DwNmNm QO- 2 mmom (DO0 j $1 .- !I $2,- 0- mmh~m~ ". m 'z " " 9 -. 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L". -I"DN? u 0 -I$ $$ 22 ob0 I- v)< z LL 3 0 32 0 8 +> 52 ZW zzI-52 x2 $0 szgg!? k%%99 L:E;b E+" zgd& WTI-aK +nuuu WE--- EO<<< ii0JJ-I !IF 000000000000000000000000000 z !J$ zzzzzzzzzzzzzzzzzzzzzzzzzzz 00000 I- ce m cccccccc~mwm~mmmmmooooo---- mmmmmmmmmmmmmmmmmmooooooooo :Z::ZZ:Z::~ZZZZ:aaa~Z~:~ZZ: ~~~~~~~~~~~~~~~~s~~~~~~~5~~ 000000-"000-000000000-000- - E 0 2 59 ~mmmmmmmmmmmmmmmmmmmmmmmmmm wWX ~~~~~~~~~~s~~~~~~~~~~~~5~~~ NNN(I)(I)N(I)OU(I)(I)mUwln(I)lnlnln(I)(I)lnww(I)~W ~~~z~z~a~z~~~~~::~~:~2a~~~ E+ 000000-000-000-00-000-0000- 30 5 t - >. c 3 s E e LL - - - * 0 Exhibit I Reconciliation of Fund Source to Investment Portfolio As of December 31,1996 Cash Balance by Fund: General Special Revenue Debt Service Capital Projects Enterprise: Carlsbad Municipal Water District Sewer Fund Solid Waste Golf Course Total Internal Service Redevelopment Funds Trust Funds Misc. Special Funds 18,503,926 10, I 13,594 1,811,910 66,744,562 23,593,782 26,009,824 43,237 826,205 50,473,048 9,774,859 4,862,449 7,752,693 0 Total General Ledger Balance 170,037,041 Amortization of discounts and premiums Deposits in transit Outstanding checks Wire in/(out) not recorded Other Net adjustments per bank statement (949,965) 863,659 Total adjustments (86,306) Total Treasurer's Investment Portfolio 169,950,735 ** Figures based on best estimate at the time report run on 1/16/97. # Exhibit ' CITY OF CARLSBAD INVESTME ORTFOLIO AS OF DECEMBER 31,1996 CORPORA TE NOTE RATINGS Investments Meeting the Current Investment Policy: (Ratings must be AA or better by both Moody'sand S&P) ASSOC CORP OF N A CHEVRON TRUST DETROIT SEWER DUKE POWER FCC NATIONAL. BANK GENERAL ELECTRIC CREDIT KENTUCKY UTILITIES NORWEST SHELL OIL CO WALMART STORES Moody's AA3 AA2 AAA AAZ AA3 AAA AA2 AA3 AA1 AA2 S&P AA- AA AAA AA- AA- AAA AA- AA- AAA AA Investments Made Under a Previons Investment Policy (Ratings must be A or better) Prior to 2/13/96 Moody's SLP AMERICAN EXPRESS CREDIT AA3 A+ FORD MOTORS CREDIT AI A+ SOUTHERN CALIF ED A2 A+ UNITED TECHNOLOGIES A1 Ai Investments with Subsequent Changes in Credit Rating * Maturity Carrying Market Moody's S&P - p& Purchased a a DIGITAL EQUIP BA1 BB+ 11/15/97 A2IA- 1,011,814 1,000,670 DONNELLY A1 A+ 12/01/00 AA3IAA- 1,119,738 1,085,720 UNION PACIFIC AA3 A 03/15/01 AA2/AA- 1,998,864 2,000,520 * The City's Investment Policy allows the City Treasurer to determine the course of action that would correct exceptions to the policy. All investments are paying interest at the required times. The principal of all investments are considered secure. It is the intent of the City Treasurer to hold these assets in the portfolio until maturity unless the opportunity arises to sell them at a gain. dRi Exhib j eITY OF CARLSBAD INVESTMENT PO OLIO AS OF DECEMBER 31,1996 PERCENTAGE mIGHTINGS BY CORPORATE NOTE ISSUER Investments Meeting the Current Investment Policy (Percentage Less Than 5701 Investment Cost Percent of Portfol AMERICAN EXPRESS CREDIT 1,023,770.00 ASSOCIATES CORP NA CAMPBELLS SOUP CHEVRON TRUST DETROIT SEWER DIGITAL EQUIP DONNELLY DUKE POWER 7,041,136.00 2,062,700.00 1,026,080.00 1,014,980.00 1,053,390.00 1,145,610.00 2,048,020.00 FCC NATIONAL BANK FORD MOTORS CREDIT KENTUCKY UTILITIES NORWEST SHELL OIL CO NOTES SOUTHERN CALIF ED ST PAUL CO UNION PACIFIC WAL-MART STORES 975,690.00 1,957,160.00 2,024,340.00 4,055,670.00 1,016,050.00 1,000,000.00 1,037,340.00 1,997,320.00 2,491,325.00 Investments Made Under a Previous Investment Policy (Percentage Limited to 10%) Prior to 2/13/96 GENERAL ELECTRIC CREDIT Investment Cost Percent of Portfol 9,108,300.00 Total Portfolio $169 e 0 Exhibit .m .m .m .m .E EffEE * 00000 Y !==!e!== S m 33333 00000 u)%2iE smmm m +;EZ m rn 0" ; fn '5 ggl?(s ala 2 z= I- s 2 iT 5 ii Y-Y-Y-LCY- al .- *e = QE om Egg2 2 E mcnmfnm .s 00000 $0 I-G 23 mtsi5jts ts 0 22.222 2s e- X%.+?$ 0 It ++I-++ 22 E iiii tsG5 a 2 .g .g .g .g i5j 0" iiLLLLLLLL s 3j q y 0 n? 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