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HomeMy WebLinkAboutFifth Third Bank 65650026668735 June 2013 040 -0628 Investment Account 65-65-002-6668735 06/01/2013-06/30/2013 FIFTH THIRD BANK CITY OF CARMEL,INDIANA Investment Account 65-65-002-6668735 FIFTH THIRD BANK AS CUSTODIAN FOR Account Contacts — CHERYL COOPER(317) 383-2795 CITY OF CARMEL,INDIANA --- THOMAS BLAIR(317)383-2479 — CARMEN HANKINS(606)325-9159 INVESTMENT ALLOCATION SUMMARY Percent of Est.Annual Estimated Description Last Statement This Statement Assets Income Yield Cash and Equivalents $8,000,000.00 $0.00 0% $0.00 0.0% Total Account Value $8,000,000.00 $0.00 00/0 $0.00 0.0% Net change in total account value(100.0)%Decrease v ACCOUNT SUMMARY _ ACCOUNT OVERVIEW Income Cash Principal Cash Investments* Total Current Period YTD Beginning Balance 0.00 $8,000,000.00 0.00 $8,000,000.00 Income Earned Income $1,759.80 $1,759.80 Other Income $1,759.80 $11,807.14 Distributions $(1,759.80) $(8,000,000.00) $(8,001,759.80) Total Income Earned $1,759.80 $11,807.14 Ending Balance 0.00 0.00 0.00 0.00 Distributions Investments represent the activity in your equity,bond&other security holdings Cash $(8,001,759.$0) $(15,011,807.14) Total Distributions $(8,001,759.80) $(15,011,807.14) REALIZED GAIN/(LOSS) SUMMARY Current Period YTD Short-term gain/(lass) $0.00 $0.00 Long-term gain/(loss) $0.00 $0.00 Net realized gain/(loss) $0.00 $0.00 0 r` z z 0 Investment Account 65-65-002-6668735 Page 1 of 4 04-0628 Investment Account 65-65-002-6668735 06/01/2013 -06/30/2013 FIFTH THIRD BANK CITY OF CARMEL,INDIANA ACCOUNT`.ACTIVITY Cost Income Principal Date Description Basis Cash Cash OtherIncome 06/03/13 FIFTH THIRD BANKSAFE TRUST $2.82 INTEREST 06/03/13 FIFTH THIRD BANKSAFE PREMIUM $1,756.98 INTEREST Total Other Income $1,759.80 Cash-Distributi" 06/03/13 DDA#99993427 $(1,759.80) TRANSFER TO DDA PER CLIENT REQUEST 06/17/13 TRANSFER FUNDS TO XXX-8727 $(8,000,000.00) Total Cash Distributions $(1,759.80) $(8,000,000.00) Cash Equivalents Sales 06/28/13 FIFTH THIRD BANKSAFE TRUST $(1,000,000.00) $1,000,000.00 MONTHLY MONEY MARKET WITHDRAWAL 06/28/13 FIFTH THIRD BANKSAFE PREMIUM $(7,000,000.00) $7,000,000.00 MONTHLY MONEY MARKET WITHDRAWAL Total Cash Equivalents Sales $(8,000,000.00) $8,000,000,00 * * * * End of statement for Investment Account 65-65-002-6668735 * * * * Investment Account 65-65-002-6668735 Page 2 of 4 4110 411