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HomeMy WebLinkAboutRegions Bank 2080033136 October 2013 • Ak REGIONS • 410 REGIONS BANK ACCOUNT STATEMENT $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number 2080033136 (BOND FUND) Table Of Contents Balance Sheet 1 Summary Of Fund 3 Asset Summary As Of 10/31/2013 4 Summary Of Earnings 6 III III I II I I IIII 1111 II11IlII 111 I I II 11111 VIII 1I11 VIII III IIII III REGIONS BANK ACCOUNT STATEMENT Page 1 $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number 2080033136 (BOND FUND) L valance Sheet AS OF 10/01 /2013 AS OF 10/31 /2013 COST VALUE MARKET VALUE COST VALUE MARKET VALUE CASH 0.00 0.00 0.00 0.00 TOTAL CASH&RECEIVABLES 0.00 0.00 0.00 0.00 CASH AND EQUIVALENTS SHORT TERM INVESTMENTS 162.03 162.03 162.03 162.03 TOTAL CASH AND EQUIVALENTS 162.03 162.03 162.03 162,03 PARTNERSHIPS PARTNERSHIPS 1 .00 1 .00 1 .00 1 .00 TOTALPARTNERSHIPS 1 .00 1 .00 1 .00 1 .00 TOTALHOLDINGS 163.03 163.03 163.03 163.03 TOTALASSETS 163.03 163.03 163.03 163.03 TOTAL LIABILITIES 0.00 0.00 0.00 0.00 TOTAL NET ASSET VALUE 163.03 163.03 163,03 163.03 TOTAL LIABILITIES AND EQUITY 163.03 163.03 163.03 163.03 0 O0 _ N 9 O 0 N 11/02/2013#12 • A REGIONS • REGIONS BANK ACCOUNT STATEMENT Page 2 $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number 2080033136 (BOND FUND) Beginning Market Allocation 99. 4% III CASH AND EQUIVALENTS 162. 03 • 0. 6% PARTNERSHIPS 1. 00 100. 0% Total 163. 03 a Ending Market Allocation —_ _— _ -- -----------------__-- __-- _ — -- 99. 4% CASH AND EQUIVALENTS 162. 03 • 0. 6% PARTNERSHIPS 1. 00 100. 0% Total 163. 03 11/02/2013#12 [ 11110111111 1111IIIIHEII ID 0111 1 ACCOUNT STATEMENT REGIONS BANK ��������.=.° " �� n ** n ~~"°"~~.~ . Page $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number e080033136 (BOND FUND) Summary �� Fund = " ... x 16 3.0 3 REALIZED GAIN OR LOSS 0 00 UNREALIZED GAIN OR LOSS o 00 TOTAL MARKET VALUE«oop1om1mo1x 16 3.0 3 CO N) 11/02/2013#12 o • A REGIONS REGIONS BANK ACCOUNT STATEMENT Page 4 $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number 2080033136 (BOND FUND) Asset Summary As Of 10/31/2013 %OF DESCRIPTION MARKET VALUE COST PORT SHORT TERM INVESTMENTS 162.03 162.03 99 PARTNERSHIPS 1 .00 1 .00 1 TOTAL INVESTMENTS 163.03 163.03 CASH 0.00 DUE FROM BROKER 0.00 DUE TO BROKER 0.00 TOTAL MARKET VALUE 163,03 Ending_Asset Allocation 0. 6% 111 PARTNERSHIPS 1. 00 SHORT TERrVI INVESTMENTS 162. 03 100 0% Total 163 03 11/02/2013#12 111111 I111111111 I I I I I I11111111111 REGIONS BANK ACCOUNT STATEMENT Pages $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number 2080033136 (BOND FUND) Asset Detail As Of 10/31/2013 %OF UNITS/BOOK VALUE DESCRIPTION MARKET VALUE COST PORT SHORT TERM INVESTMENTS CUS1P#60934N807 162.03 FEDERATED GOVT OBLIGATION MONEY 162.03 162.03 99 MARKET FUND 162,03 162.03 99 PARTNERSHIPS CUSIP#LP3104405 1 ONE ONE SIX COLLEGE APARTMENTS 1 .00 1 .00 1 LLC NOTE,SERIES 2011 1 .00 1 .00 1 TOTAL INVESTMENTS 163.03 CASH 0.00 DUE FROM BROKER 0.00 DUE TO BROKER 0.00 NET ASSETS 16 3.0 3 TOTAL MARKET VALUE 1 6 3.0 3 o_ N co O O N N W co co ® e 11/02/2013#12 A4046. REGIONS • • REGIONS BANK ACCOUNT STATEMENT Page 6 $2,050,000 CITY OF CARMEL, INDIANA TAXABLE EDRB SERIES 2011 Statement Period 10/01/2013 through 10/31/2013 (116TH ST.CENTRE PROJECT) Account Number 2080033136 (BOND FUND) Summary Of Earnings TOTAL INCREASES IN FUND VALUE 0.00 TOTAL DECREASES IN FUND VALUE 0.00 NET CHANGE IN NET ASSET VALUE 0.00 11/02/2013#12