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HomeMy WebLinkAboutItem 4.3 Investment Report (2) .(> . . . 32-o-~ /- M E M 0 RAN DUM TO: City Council ,FROM:~itY Manager SUBJECT: City Treasurer's Investment Report for Period Ending June 30, 1986 DATE: July 9, 1986 (IOu.(\~d M~-hYlg 7- Jt..!-Bfo Attached is the Investment Report for the period ending June 30, 1986. As indicated in the attached report, the City's investment portfolio totals $17,759,999. There was no net change in the City's investment portfolio from last month. The maturity schedule of the City's investments will permit the City to meet its expenditure requirements for the upcoming month. ----------------------------------------------------------------- COPIES TO: ITEM NO. 4.~ , '.. e :/ e CITY OF DUBLIN CITY TREASURER'S INVESTMENT REPORT For Period Ending June 30, 1986 INSTITUTION State of California Local Agency Investment Fund Amador Savings & Loan American Diversified Svgs Bank American Savings & Loan Antelope Valley Savings & Loan Bank of Commerce Bay View Federal Savings & Loan Bell Savings & Loan Beverly Hills Savings & Loan Brentwood Square Savings & Loan Brookside Savings & Loan Butterfield Savings & Loan Cal America Savings & Loan Camino Real Savings Bank Centennial Savings & Loan Central Savings & Loan Centurion Savings & Loan Century City Savings & Loan Columbus Savings & Loan Commercial Center Bank Consolidated Savings Bank Continental Savings & Loan County Savings Bank Deauville Savings & Loan Del Amo Savings & Loan Equitec Savings Bank Escondido Savings & Loan Eureka Federal Savings & Loan Farmer Savings Bank Far West Savings & Loan Fidelity Federal Savings & Loan Financial Savings & Loan First Federal Savings Bank First Federal S&L San Gabriel Vly Gateway Savings Bank Gibraltar Savings & Loan Great American First Svgs Bank Hawthorne Savings & Loan Highland Federal Savings & Loan Home State Savings & Loan Household Bank Independence Savings & Loan International Savings Bank Investment Savings & Loan La Cumbre Savings Bank Long Beach Savings & Loan TYPE OF AMOUNT OF INVESTMENT DEPOSIT State Pooled $10,861,000 Money Investment Account Cert of Dep 100,000 " 100,000 " 100,000, " 100,000 100,000 100,000 100,000 100,000 100,000 100,000 99,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 99,999 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 " " " " " " " " " " " " " " " " " " RATE OF INTEREST (1) 8.400% 8.500% 9.500% 9.500% 8.000% 7.875% 8.625% 9.500% 9.200% 9.000% 8.250% 9.850% 9.400% 9.250% 9.500% 9.250% 9.000% 9.125% 9.000% 8.700% 9.250% 7.500% 9.500% 7.875% 8.750% 8.880% 9.250% 9.250% 9.500% 8.000% 8.300% 8.900% 8.750% 8.100% 9.250% 7.400% 7.650% 9.000% 8.750% 9.250% 9.050% 8.800% 7.900% 9.250% 9.000% 9.375% DATE OF MATURITY ( 2 ) N/A 12/26/86 9/10/86 7/29/86 4/23/87 4/17/87 1/3/87 11/12/86 2/17/87 9/18/86 3/30/87 8/1/86 11/26/86 12/4/86 1/21/87 9/8/86 12/19/86 1/22/87 9/24/86 1/22/87 9/25/86 4/3/87 9/17/86 6/2/87 12/19/86 1/20/87 9/18/86 8/22/86 9/9/86 3/19/87 3/25/87 12/19/86 7/21/86 4/15/87 2/11/87 4/21/87 5/14/87 10/21/86 12/23/86 8/22/86 9/18/86 12/19/86 4/1/87 1/8/87 12/26/86 9/24/86 ... e e :-.,/ INSTITUTION TYPE OF INVESTMENT AMOUNT OF DEPOSIT Merit Savings & Loan Newport Balboa Savings & Loan North America Savings & Loan North Coast Savings & Loan Pacific Coast Savings & Loan Pacific Savings Bank peninsula Savings & Loan Point West Bank Placer Savings & Loan Pomona First Federal Savings Presidio Savings & Loan Provident Federal Savings & Loan San Francisco Federal S & L Santa Paula Savings & Loan Saratoga Savings & Loan Southwest Savings & Loan Sterling Savings & Loan Stockton Savings & Loan Sun Savings & Loan Sunrise Bank of CA Valley Federal Savings & Loan Western Financial Savings & Loan Westwood Savings & Loan Wilshire Savings & Loan " 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 " " " " " Total Funds Invested $17,759,999 RATE OF INTEREST 7.250% 8.600% 7.500% 8.750% 7.500% 8.350% 9.375% 9.000% 7.875% 8.875% 9.375% 8.600% 7.750% 8.750% 9.000% 9.250% 9.000% 7.750% 9.500% 7.750% 7.900% 8.500% 9.250% 9.000% DATE OF MATURITY 10/20/86 2/19/87 8/20/86 1/22/87 4/17/87 3/20/87 7/31/86 1/21/87 4/15/87 1/20/87 9/17/86 1/21/87 4/13/87 12/16/86 11/26/86 11/25/86 9/26/86 4/17/87 9/24/86 4/27/87 4/23/87 10/15/8"7 7/15/86 12/23/86 (1) The rate of interest on investments is calculated daily. Therefore, the rate identified above was effective on June 30, 1986. Interest income is paid quarterly and is determined based on the amount deposited and the length of time the deposit remained in the fund wi thin that respective quarter. (2) There is no minimum investment period. Monies deposited for investment one day may be withdrawn the next day, with interest earned for one day.