| ABBEY NATL CAP TRUST I |
US002927AA95 |
2030-06-30 |
USD |
8.963 |
VARIABLE |
2 |
1000 |
118.6 |
123.1 |
7.28% |
CPN=8.963% TO 6/30 S/A (30/360); THEN 3MO$LIBOR +282.5BP QTRLY (ACT/360). CO MAYDEFER CASH PYMT FOR UP TO 10 PAY PERIODS. NON-CUM TRUST PFD SECS. PAYS IN DIVID. |
| ABERDEEN ASSET MANAGEMEN |
XS0300154878 |
2013-05-29 |
USD |
7.900 |
FIXED |
4 |
2000 |
100.2 |
100.5 |
7.86% |
PAYS IN CASH. |
| ABN AMRO BANK NV |
XS0246487457 |
2016-03-10 |
EUR |
4.310 |
VARIABLE |
1 |
1000 |
94.3 |
95.5 |
4.51% |
CPN=4.31% TO 3/16 (ANNUAL, ACT/ACT); THEN 3MO EURIBOR +166BP (QTLY, ACT/360). TRADES DIRTY EFF 03/07/11, TRADES CLEAN EFF 09/01/11. |
| ABN AMRO BANK NV |
XS0244754254 |
2016-02-17 |
GBP |
5.000 |
VARIABLE |
1 |
1000 |
91.7 |
93.4 |
5.35% |
CPN=5% TO 2/17/16 ANNLY (ACT/ACT UNADJ); THEREAFTER 3MO œLIBOR +148BP (ACT/365 ADJ). SERIES 752. PAYS IN CASH |
| AEGON NV |
NL0000062438 |
2013-06-15 |
USD |
4.000 |
FLOATING |
4 |
25 |
24.9 |
24.9 |
4.02% |
CPN RATE=3MO US$LIBOR +87.5BP. MIN CPN=4%. |
| AEGON NV |
NL0000021541 |
2015-06-15 |
USD |
6.375 |
FIXED |
4 |
25 |
26.9 |
26.9 |
5.92% |
#N/A Field Not Applicable |
| AEGON NV |
NL0000062420 |
2013-06-10 |
USD |
6.500 |
FIXED |
4 |
25 |
25.5 |
25.5 |
6.37% |
#N/A Field Not Applicable |
| AEGON NV |
NL0000686368 |
2013-06-10 |
USD |
6.875 |
FIXED |
4 |
25 |
25.6 |
25.7 |
6.69% |
#N/A Field Not Applicable |
| AEGON NV |
NL0006056814 |
2013-06-15 |
USD |
7.250 |
FIXED |
4 |
25 |
25.8 |
25.8 |
7.03% |
SHORT 1ST CPN. GREENSHOE OPTION= $150M. GREENSHOE 2MM SHRS EXERCISED 10/2/07. |
| AEGON NV |
NL0000116168 |
2014-07-15 |
USD |
2.055 |
FLOATING |
4 |
100 |
65.7 |
66.9 |
3.07% |
CAP=8.5%. |
| AEGON NV |
NL0000120004 |
2015-06-08 |
NLG |
4.156 |
VARIABLE |
1 |
5000 |
60.3 |
60.5 |
6.87% |
CPN RESET EVERY 10YRS @ 9-10YR DUTCH GOVTS +85BP. CPN PYMT CONDITIONAL ON DIV DECLARE & PD; IF NOT PD INT ACCRUES. UNSEC'D. PAYS IN CASH. |
| AEGON NV |
NL0000116150 |
2014-07-15 |
EUR |
1.780 |
FLOATING |
4 |
100 |
57.8 |
58.7 |
3.03% |
CPN=INTERPL OF TWO 10YR DUTCH GOVT BONDS +10BP. MAX CPN=8%. PAYS IN CASH. |
| AEGON NV |
NL0000121416 |
2018-10-14 |
NLG |
5.185 |
VARIABLE |
1 |
5000 |
73 |
74.5 |
6.96% |
CPN RATE=7¬% TO 10/08; 5.185% TILL 10/20018. THEN RESET EVERY 10YRS @ 10YR DUTCH GOVT +85BP. CPN PD. ONLY IF DIV PD; IF NOT PD, INT ACCRUES. UNSEC'D. |
| AEGON NV |
NL0000120889 |
2021-03-04 |
NLG |
4.260 |
VARIABLE |
1 |
5000 |
69.3 |
69.8 |
6.10% |
CPN RATE=7?% TO 3/11; THEREAFTER RESET EVERY 10YRS @ 10YR DUTCH GOVT +85BP. CPN PD ONLY IF DIV PD; IF NOT PD, INT ACCRUES. UNSEC'D. |
| AEGON NV |
NL0000168466 |
2013-07-21 |
EUR |
6.000 |
FIXED |
1 |
1000 |
102 |
102.3 |
5.87% |
#N/A Field Not Applicable |
| AGEAS HYBRID FINANCING |
XS0257650019 |
2016-06-20 |
EUR |
5.125 |
VARIABLE |
1 |
1000 |
95.3 |
96.7 |
5.30% |
CPN=5.125% ANNLY (ACT/ACT) TO 06/16; THEN IF NOT CALLED 3MO EURIBOR+200BP QRTLY (ACT/360). PAYS IN CASH |
| AGEAS HYBRID FINANCING |
XS0362491291 |
2013-06-02 |
EUR |
8.000 |
FIXED |
1 |
1000 |
100.3 |
100.4 |
7.97% |
PAYS IN CASH. |
| ALABAMA POWER CO |
US0103924967 |
|
USD |
5.875 |
FIXED |
4 |
25 |
25 |
25 |
5.88% |
INS'D BY XL CAPITAL ASSURANCE. SERIES 2007B. SENIOR NOTES. |
| ALLIANZ FINANCE II B.V. |
XS0211637839 |
2017-02-17 |
EUR |
4.375 |
VARIABLE |
1 |
1000 |
102.3 |
103.3 |
4.24% |
CPN RATE=4.375% TO 2/17; THEN 3MO EURIBOR +173BP IF NOT CALLED. ISS'D W/OUT EQTY WRNTS. ALSO LUX SE. PAYS IN CASH |
| ALLIANZ FINANCE II B.V. |
DE000A0GNPZ3 |
2014-03-03 |
EUR |
5.375 |
FIXED |
1 |
1000 |
103.7 |
104.9 |
5.12% |
#N/A Field Not Applicable |
| ALLIANZ FRANCE |
FR0010161067 |
2015-06-10 |
EUR |
4.625 |
VARIABLE |
1 |
1000 |
101.5 |
102.6 |
4.51% |
CPN RATE=4.625% TO 06/15; THEN 3MO EURIBOR + 198BP. SHORT 1ST CPN. |
| ALLIANZ SE |
US0188052007 |
2013-06-17 |
USD |
8.375 |
FIXED |
4 |
25 |
25.5 |
25.5 |
8.21% |
LONG 1ST CPN. CALL @ MAKE WHOLE T +50BP. |
| ALLIANZ SE |
XS0187162325 |
2014-01-15 |
EUR |
5.500 |
VARIABLE |
1 |
1000 |
101.7 |
102.2 |
5.38% |
CPN=5.5% TO 1/14 ANNLY (ACT/ACT); THEREAFTER 3M0 EURIBOR+230BP QTRLY (ACT/360). SHORT 1ST CPN. SERIES 4. PAYS IN CASH. |
| ALPHA GROUP JERSEY LTD |
DE000A0DX3M2 |
2015-02-18 |
EUR |
5.264 |
FLAT TRADING |
1 |
1000 |
27.5 |
50 |
10.53% |
NON-CUMULATIVE PREFERRED SEC. MISSED 02/18/12 CPN. |
| ALPHA GROUP JERSEY LTD |
XS0159153823 |
2013-09-05 |
EUR |
4.181 |
FLAT TRADING |
4 |
1000 |
10 |
30 |
13.94% |
CPN=3M EURIBOR +265BP TO 12/12; THEREAFTER +397.5BP. SUB. NON-CUMULATIVE PFD SECPAYS IN DIVIDENDS. 3/05/12, 6/6/12, & 9/5/12 PAYMENTS NOT MADE |
| AMERICAN ELECTRIC POWER |
US02557T2087 |
|
USD |
8.750 |
FIXED |
4 |
25 |
25.4 |
25.4 |
8.61% |
JR SUB DEBS. GRNSHOE=1.65MM SHRS. EXER=3/27/08.MTY MAY BE EXT ADD'L ONE-CLDR QTRFROM 3/1/13 TO 12/1/17; MTY NO LATER 3/1/68. CALL @MAKE WHOLE +50BP TIL 3/1/13. |
| AMERICAN EXPRESS CO |
US025816AU39 |
2016-09-01 |
USD |
6.800 |
VARIABLE |
2 |
1000 |
108.5 |
108.5 |
6.27% |
CALL @ MAKE WHOLE T +50BP. SHORT 1ST CPN. CPN=6.8% TO 9/16 S/A (30/360), THEREAFTER 3MO US$LIBOR +222.75BP QTRLY (ACT/360). PAYS IN CASH |
| AMERICAN INTL GROUP |
XS0291642154 |
2017-03-15 |
EUR |
4.875 |
VARIABLE |
1 |
50000 |
95.8 |
97.2 |
5.02% |
CALL @MW+25BP. LEGAL FINAL MTY 3/15/67. CPN =4.875% UNTIL 3/15/17 (ANN, ACT/ACT)THEN 3MO EURIBOR + 173BP(QTRLY, ACT/360) IF NOT CALLED. PAYS IN CASH. |
| AMERIPRISE FINANCIAL INC |
US03076C2052 |
2014-06-15 |
USD |
7.750 |
FIXED |
4 |
25 |
28 |
28 |
6.92% |
BABY BONDS. GREENSHOE=1.2MM SHRS. |
| ANTON VENETA CAP TRUST |
XS0131739236 |
2013-06-27 |
EUR |
6.514 |
FLOATING |
4 |
1000 |
46.9 |
48.5 |
13.43% |
CPN RATE=3MO EURIBOR +310BP TO 9/11; THEREAFTER +630BP. TRUST PFD SEC. PAYS IN DIVIDENDS |
| ANTONVENETA CAP TRUST I |
XS0122238115 |
|
EUR |
6.507 |
FLOATING |
4 |
1000 |
42 |
46.5 |
13.99% |
CPN RATE=3MO EURIBOR +375BP UNTIL 03/21/11; THEREAFTER +630BP. SUB. FINAL MTY: 12/31/2100. PAYS IN DIVIDENDS |
| ARCH CAPITAL GROUP LTD |
BMG0450A1475 |
|
USD |
8.000 |
FIXED |
4 |
25 |
25 |
25 |
8.00% |
#N/A Field Not Applicable |
| ARCHER DANIELS |
US0394832010 |
|
USD |
6.250 |
FIXED |
4 |
50 |
40.8 |
40.8 |
15.32% |
PRX/SHR=$47.55. INIT CVR PREM=20%. GREENSHOE=5MM EQUITY UNITS. SHORT 1ST CPN. CPN=4.7% INTEREST RATE + 1.55% CONTRACT ADJ PMT. CVR RATIO:MIN=1.0515 MAX=1.2618 |
| ARGON CAPITAL PLC (FOR R |
XS0323839042 |
2013-06-30 |
GBP |
2.837 |
VARIABLE |
4 |
1000 |
64.8 |
68.8 |
4.12% |
CPN=8.162% TO 10/5/12(ACT/ACT, ANNL);THEN 3MO œLIBOR +233BP(ACT/365, QTLY).SR 10PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 9/30/11 |
| ASR NEDERLAND NV |
NL0009213552 |
2019-09-30 |
EUR |
7.250 |
FIXED |
1 |
1 |
101.5 |
105.4 |
1.72% |
LONG 1ST CPN. EXCHANGED FROM NL0009213537. |
| ASR NEDERLAND NV |
NL0009213545 |
2019-10-26 |
EUR |
10.000 |
VARIABLE |
1 |
1 |
118.6 |
119.5 |
2.09% |
FIX CPN =10% UNTIL 10/19 (ACT/ACT), THEREAFTER 3MO EURIBOR +970.5BP (ACT/360). EXCHANGED FROM NL0009213529. |
| ASSICURAZIONI GENERALI |
XS0257010206 |
2026-06-16 |
GBP |
6.269 |
VARIABLE |
1 |
50000 |
84.7 |
86.1 |
7.28% |
CPN=6.269% TO 06/26 (ACT/ACT) ANNLY; THEN 3MO œLIBOR +235BP (ACT/365) QTRLY. PAYS IN CASH |
| ASSICURAZIONI GENERALI |
XS0283627908 |
2022-02-08 |
GBP |
6.416 |
VARIABLE |
1 |
50000 |
87.8 |
89.4 |
7.18% |
CPN= 6.416% TO 02/22 (ACT/ACT); THEREAFTER 3MO œLIBOR +220BP (ACT/365). PAYS IN CASH. |
| AT&T INC |
US00211G2084 |
|
USD |
6.375 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.35% |
LONG 1ST CPN. |
| AVIVA PLC |
XS0206511130 |
2014-11-28 |
EUR |
4.729 |
VARIABLE |
1 |
1000 |
99.6 |
100.4 |
4.71% |
CPN=4.7291 TO 11/14 (ACT/ACT); THEN 3MO EURIBOR+177BP (ACT/360). LONG 1ST CPN. PAYS IN CASH |
| AVIVA PLC |
XS0177447983 |
2022-09-29 |
GBP |
6.125 |
VARIABLE |
1 |
10000 |
102.1 |
103.4 |
5.92% |
CPN=6.125% TO 9/22 (ANN); THEREAFTER 5YR UKT +240BP (ANN). TRANCHE 1. PAYS IN CASH. |
| AVIVA PLC |
XS0177448288 |
2015-09-29 |
EUR |
5.700 |
VARIABLE |
1 |
10000 |
101.6 |
102.5 |
5.56% |
CPN RATE=5.70% TO 9/15 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +235BP QRTLY (ACT/360). PAYS IN CASH |
| AXA |
XS0188935174 |
2014-04-02 |
EUR |
4.364 |
VARIABLE |
1 |
1000 |
81.9 |
82.6 |
5.28% |
CPN=5%+(0.22*10YR ?CMS) TO 04/06; THEREAFTER 4%+(0.22*10YR ?CMS) SERIES 17, TRANCHE 1. |
| AXA SA |
XS0203470157 |
2013-10-29 |
EUR |
1.564 |
VARIABLE |
2 |
1000 |
56.5 |
57.8 |
2.71% |
CPN RATE=6% TO (ANNLY) TO 10/05; THEN 10YR ?CMS +5BP (S/A). MAX CPN=8%. SERIES 18, TRANCHE 1. |
| AXA SA |
XS0181369454 |
2013-06-02 |
EUR |
1.969 |
FLOATING |
4 |
1000 |
58 |
59.3 |
3.32% |
CPN=10YR ?CMS +20BP. MAX CPN=10%. ORIG ISS AMT:?200MM. ADD'L ?100MM ISS'D 12/03 @101%. |
| AXA SA |
XS0184718764 |
2014-01-30 |
USD |
1.950 |
FLOATING |
4 |
1000 |
68.6 |
69.9 |
2.79% |
CPN RATE=US$ CMT10 +25BP. MAX CPN=8%. SERIES 15. TRANCHE 1. |
| AXA SA |
XS0179060974 |
2013-10-29 |
EUR |
2.320 |
FLOATING |
4 |
1000 |
66 |
67.9 |
3.42% |
CPN=EUR TEC10 CNO + 55BP. SERIES 13, TRANCHE 1. |
| AXA SA |
XS0207825364 |
2013-12-20 |
EUR |
5.052 |
VARIABLE |
1 |
1000 |
85 |
86.5 |
5.84% |
SERIES 19. TRANCHE 1. PAYS IN CASH |
| AXA SA |
XS0210434782 |
2014-01-25 |
EUR |
4.784 |
VARIABLE |
1 |
1000 |
81 |
83 |
5.76% |
SERIES 20. TRANCHE 1. |
| AXA SA |
XS0260056717 |
2026-07-06 |
GBP |
6.686 |
VARIABLE |
1 |
1000 |
103.1 |
104.3 |
6.41% |
CPN=6.6862% ANNLY (ACT/ACT) TO 07/26, THEN 3MO œLIBOR +275BP (ACT/365). SERIES 23, TRANCHE 1. PAYS IN CASH |
| AXA SA |
XS0260056048 |
2016-07-06 |
GBP |
6.667 |
VARIABLE |
1 |
1000 |
104.1 |
105.2 |
6.34% |
CPN=6.6666% (ANNLY, ACT/ACT) TO 07/16, THEN 3MO œLIBOR +250BP (QTLY, ACT/365). SERIES 22, TRANCHE 1. PAYS IN CASH |
| AXA SA |
XS0325823119 |
2019-10-16 |
GBP |
6.772 |
VARIABLE |
1 |
1000 |
104.2 |
105.5 |
6.42% |
CPN=6.772% TO 10/19 (ANNLY, ACT/ACT);THEN 3MO œLIBOR +237BP (QRTLY, ACT/365). PAYS IN CASH. |
| AXA SA |
XS0260057285 |
2016-07-06 |
EUR |
5.777 |
VARIABLE |
1 |
1000 |
103.9 |
105 |
5.50% |
CPN=5.777% ANNLY (ACT/ACT) TO 07/16, THEN 3MO EURIBOR +250BP (ACT/360). SERIES 21, TRANCHE 1. PAYS IN CASH |
| AXA SA |
XS0323922376 |
2017-10-05 |
EUR |
6.211 |
VARIABLE |
1 |
1000 |
103.9 |
104.9 |
5.92% |
CPN=6.211% (ANNLY ACT/ACT) TO 10/17; THEN 3MO EURIBOR + 250BP (QTLY ACT/360). PAYS IN CASH. |
| AXA SA |
XS0167957983 |
|
USD |
7.100 |
FIXED |
4 |
1000 |
100 |
100 |
7.10% |
MANDATORY AND REGULATORY INTEREST PAYMENT DEFERRAL . |
| AXA SA |
XS0185672291 |
2013-08-06 |
USD |
2.105 |
FLOATING |
2 |
1000 |
64.5 |
66.5 |
3.17% |
CPN=CMS10 +5BP. MAX CPN=8%. |
| AXA SA |
AU0000AXJHA9 |
2016-10-26 |
AUD |
4.390 |
FLOATING |
4 |
100000 |
92.2 |
93 |
4.72% |
CPN RATE=3MO BBSW+140BP TO 10/16; THERAFTER 3MO BBSW+240BP. HYBRID. MIN PC FOR AU INVESTORS: A$500,000. PAYS IN CASH. |
| AXA SA |
AU0000AXJHB7 |
2016-10-26 |
AUD |
7.500 |
VARIABLE |
2 |
100000 |
103.3 |
103.8 |
7.23% |
CPN=7.5% TO 10/16(ACT/ACT). IF NOT CALLED BBSW3M+240BP(ACT/365). MIN CONSIDERATION W/IN AU: A$500,000. |
| ELM BV (SWISS REIN CO) |
AU3CB0024743 |
2017-05-25 |
AUD |
7.635 |
VARIABLE |
2 |
100000 |
79.2 |
80.8 |
9.45% |
CPN=7.635% TO 5/17 ACT/ACT; THEN 6MO BBSW + 217BP ACT/365. HYBRID. CPN DEFER S/AWHERE SWISS RE BREACHES MIN SOLVENCY REQMTS; ANNLY WHERE MAND DEF EVENT OCCURE |
| AXA SA |
XS0503665290 |
2020-04-16 |
EUR |
5.250 |
VARIABLE |
1 |
50000 |
107.6 |
108.3 |
4.85% |
CPN=5.25% (ANNLY, ACT/ACT) TO 04/20. THEN CPN=3MO EURIBOR + 305BP (QRTLY, ACT/360). |
| BA-CA FIN CAYMAN LTD 2 |
DE000A0DYW70 |
2014-03-22 |
EUR |
1.838 |
VARIABLE |
1 |
1000 |
47.9 |
49.3 |
3.73% |
CPN RATE=7.5% TO 3/06; THEREAFTER 10YR ?CMS +15BP. NON-CUM PREF SECURITIES. LONG 1ST CPN. MAX CPN=8%. |
| BA-CA FINANCE CAYMAN LTD |
DE000A0DD4K8 |
2013-10-28 |
EUR |
1.614 |
FLOATING |
2 |
1000 |
48.3 |
49.6 |
3.25% |
CPN=6% TO 10/05; THEN 10YR ?CMS+10BP. MAX CPN=8%. NON-CUM PREF SEC. |
| ICCREA BANCAIMPRESA SPA |
XS0295539984 |
|
EUR |
5.220 |
FIXED |
1 |
1000 |
82.8 |
83.5 |
6.25% |
#N/A Field Not Applicable |
| BANCA CR FIRENZE |
XS0181782144 |
|
EUR |
1.156 |
FLOATING |
4 |
100000 |
98.4 |
99.7 |
1.16% |
SERIES 13, TRANCHE 1. |
| BANCA ITALEASE CAP TRUST |
XS0255673070 |
2016-06-06 |
EUR |
1.502 |
FLAT TRADING |
4 |
1000 |
28.6 |
33.9 |
4.43% |
CPN=3MO EURIBOR + 130BP TO 06/16; THEREAFTER 3MO EURIBOR + 230BP. NON-CUMULATIVE TRUST PFD SECURITY. DVD SUSPENDED SINCE 6/7/10. PAYS IN CASH. |
| BANCA LOMBARDA PREF SEC |
XS0108805564 |
2013-06-10 |
EUR |
6.140 |
FLOATING |
4 |
1000 |
88.7 |
90.6 |
6.78% |
NON-CUM PFD TRUST SECS. |
| BANCA POP BERGAMO CAP TR |
XS0123998394 |
2013-08-15 |
EUR |
6.166 |
FLOATING |
4 |
1000 |
88.7 |
91 |
6.78% |
CPN RATE=8.364% (ANLY, ACT/ACT) TO 02/11; THEREAFTER 3MO EURIBOR + 460BP (QTLY, ACT/360).EFF02/11 460BPS REMOVED,NEW SPRD:594BP PAYS IN DIVIDENDS |
| BANCA POPOLARE DI MILANO |
XS0372300227 |
2018-06-25 |
EUR |
9.000 |
VARIABLE |
1 |
50000 |
78.9 |
81.1 |
11.10% |
CPN= 9% (ANNLY, ACT/ACT) TO 06/18; THEN 3MO EURIBOR + 618BP (QRTLY,ACT/360). PAYS IN CASH. |
| BANCA POPOLARE LODI TRST |
XS0223454512 |
2015-06-30 |
EUR |
6.742 |
VARIABLE |
1 |
1000 |
77.5 |
78 |
8.64% |
CPN RATE=6.742% TO 06/15 (ACT/ACT) ANNLY; THEN 3MO EURIBOR +525BP (ACT/360) QTRLY. NON-CUM PFD TRUST SECS. PAYS IN CASH |
| BANCAJA CAPITAL SA UNI |
XS0214965450 |
2015-03-23 |
EUR |
4.500 |
VARIABLE |
1 |
1000 |
8 |
13 |
34.62% |
CPN=4.5% TO 03/15; THEREAFTER CPN=3MO EURIBOR + 0.8%. PAYS IN CASH |
| BANCAJA EMISIONES SA UNI |
XS0205497778 |
2014-11-17 |
EUR |
4.625 |
FLAT TRADING |
1 |
1000 |
26 |
26 |
17.79% |
CPN=4.625% TO 11/17/14; THEN 3MO EURIBOR +217BP QTRLY (ACT/360). LONG 1ST CPN. PAYS IN CASH. CPN 11/19/12 DEFERRED. |
| BANCO BRADESCO (CAYMAN) |
US05946NAG07 |
|
USD |
6.750 |
FIXED |
2 |
1000 |
115.6 |
116.6 |
5.79% |
ISS'D UNDER 144A. |
| BANCO BRADESCO (CAYMAN) |
USG08010BH52 |
|
USD |
6.750 |
FIXED |
2 |
1000 |
116.4 |
116.4 |
5.80% |
ISS'D UNDER REGS. CUMULATIVE. CO MAY DEFER PYMT OF INTEREST AND/OR PRINCIPAL AT NOTE RATE +1%. |
| BANCO DE CHILE |
USP09376AC14 |
|
USD |
6.250 |
FIXED |
2 |
1000 |
112 |
112 |
5.58% |
#N/A Field Not Applicable |
| BANCO DE CHILE |
US059520AA47 |
|
USD |
6.250 |
FIXED |
2 |
1000 |
110.9 |
112.2 |
5.57% |
ISS'D UNDER 144A. |
| BANCO ESPANOL DE CREDITO |
DE000A0DEJU3 |
2014-04-29 |
EUR |
1.639 |
VARIABLE |
2 |
1000 |
50.1 |
52.6 |
3.12% |
CPN RATE=6% TO 10/05 (ANNLY); THEREAFTER 10 YEAR CMS + 12.5BP (S/A). |
| BANCO ESPANOL DE CREDITO |
DE000A0DE4Q4 |
2013-11-05 |
EUR |
5.500 |
FIXED |
2 |
1000 |
78.3 |
80.6 |
6.82% |
PAYS IN DIVIDENDS |
| BANCO POPOLARE SCARL |
XS0304963290 |
2017-06-21 |
EUR |
6.156 |
VARIABLE |
1 |
50000 |
58.8 |
60 |
10.26% |
CPN=6.156% TO 06/17 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +228BP (QTLY, ACT/360). PAYS IN CASH. |
| BANCO POPOLARE SCARL |
XS0304963373 |
2017-06-21 |
EUR |
6.756 |
VARIABLE |
1 |
50000 |
58.9 |
61.3 |
11.02% |
CPN=6.756% TO 06/17 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +188BP (QTLY, ACT/360). PAYS IN CASH. |
| BANCO DE SABADELL SA |
XS0267456084 |
2016-09-20 |
EUR |
5.234 |
VARIABLE |
1 |
50000 |
55.1 |
57.8 |
9.06% |
CPN=5.234% ANNLY (ACT/ACT) TO 09/16; THEREAFTER 3MO EURIBOR +217BP QTRLY (ACT/360). NON-CUMULATIVE PERPETUAL PREF SEC. PAYS IN CASH. |
| BANK OF AMERICA CORP |
US0605055591 |
2013-05-28 |
USD |
8.625 |
FIXED |
4 |
25 |
25.5 |
25.5 |
8.46% |
GREENSHOE=15,300,000 SHARES. EXERCIZED 4,920,000 SHARES ON 4/29/08. |
| BANK OF AMERICA CORP |
US0605057654 |
|
USD |
8.200 |
FIXED |
4 |
25 |
25 |
25 |
8.20% |
SHORT 1ST CPN. SERIES H. NON-CUMULATIVE. DEPOSITARY SHARES. |
| BANK OF AMERICA CORP |
US0605055831 |
2013-06-10 |
USD |
4.000 |
FLOATING |
4 |
25 |
24.1 |
24.2 |
4.13% |
DEP SHR=1/1200 PREF SHR. SHORT 1ST CPN. CPN FLOOR=4%. |
| BANK OF AMERICA CORP |
US0605058157 |
2013-08-15 |
USD |
4.000 |
FLOATING |
4 |
25 |
24.3 |
24.5 |
4.08% |
DEPOSITARY SHARES EACH REPRESENTING 1/1,000TH INTEREST IN A SHR OF FLT RT NON- CUM PFD STK. SRS E. DIV RT=3MO US$LIBOR +35BP. MIN=4%.GREENSHOE EFF 7MM SHRS. |
| BANK OF AMERICA CORP |
US0605056250 |
2013-06-10 |
USD |
3.000 |
FLOATING |
4 |
25 |
22.3 |
22.3 |
3.36% |
CPN RATE= 3MO US$LIBOR+65BP. MIN CPN=3%. DEPOSITARY SHR. 1/1200TH PFD SER 2. SHORT 1ST CPN. DRD ELIGIBLE, SUBJECT TO REVIEW. |
| BANK OF BARODA/LONDON |
XS0301888615 |
2017-05-25 |
USD |
6.625 |
VARIABLE |
2 |
1000 |
104.9 |
105.7 |
6.27% |
#N/A Field Not Applicable |
| BANK OF IRELAND CAPITAL |
XS0213178295 |
|
EUR |
|
VARIABLE |
1 |
1000 |
0.1 |
12 |
0.00% |
CPN=6.25% TO 03/07; THEREAFTER; 10YR ?CMS +10BPS. MAX CPN=8%. TIER 1. LONG 1ST CPN. NON-CUM PREFERRED SEC'S. 3/3/10 INT PYMT NOT PAID. PAYS IN CASH |
| BANK OF IRELAND HOLDINGS |
XS0125611482 |
2013-09-07 |
EUR |
3.460 |
VARIABLE |
4 |
1000 |
1 |
16 |
21.63% |
CPN RATE=7.4% ANNLY TO 3/11; THEREAFTER 3MO EURIBOR +326BP. SUB. CPN DEFERRED. 2/4/10 INTEREST PYMT DEFERRED. RESUMED PAYMEnT 02/01/2011. PAYS IN CASH |
| BANK OF NOVA SCOTIA |
CA0641496777 |
2014-04-26 |
CAD |
6.250 |
VARIABLE |
4 |
25 |
26 |
26 |
6.01% |
CPN=6.25% TIL 4/25/14; THEREAFTER RESETS EVERY 5 YRS @ +414BP OVER GOC BOND YLD.CONVERTIBLE INTO SERIES AM ON CALL DATES. |
| BANK OF NY INSTIT CAP A |
US05563QAA85 |
2013-06-10 |
USD |
7.780 |
FIXED |
2 |
1000 |
101.8 |
101.8 |
7.64% |
ISS'D UNDER 144A. CAP SECS. CO MAY DEFER CASH DISTRIBUTIONS FOR UP TO 10 PAY PERIODS; NO DEFER PAST MTY. PAYS IN CASH. |
| BANK ONE CAPITAL III |
US06423KAA97 |
|
USD |
8.750 |
FIXED |
2 |
1000 |
141.3 |
141.3 |
6.19% |
CO MAY DEFER CASH PYMT FOR UP TO 10 PAY PERIODS. TRUPS (TRUST ORIGI PFD SECS). UNSEC'D. CALL @ > OR MAKE WHOLE +50BP. LONG 1ST CPN. PAYS IN DIVIDENDS |
| FIRST CHI NBD INST CAP I |
US31945HAA32 |
2013-06-10 |
USD |
0.824 |
FLOATING |
4 |
1000 |
83.9 |
83.9 |
0.98% |
CPN RATE=3MO US$LIBOR +55BP. CO MAY DEFER CASH PYMT FOR UP TO 20 PAY PERIODS. CAP SECS. GTD BY 1ST CHICAGO NBD CORP. PAYS IN CASH |
| BANPONCE TRUST I |
US066915AA78 |
2013-06-10 |
USD |
8.327 |
FIXED |
2 |
1000 |
87.3 |
87.3 |
9.54% |
CO MAY DEFER CASH PYMT FOR UP TO 10 PAY PERIODS. CAP SECS. SHORT 1ST CPN. CO REPURCH $6MM IN 5/02. PAYS IN CASH |
| BANQUE FED CRED MUTUEL |
XS0207764712 |
2014-12-15 |
EUR |
1.695 |
VARIABLE |
2 |
1000 |
57.6 |
59 |
2.87% |
CPN=6% TO 12/05 (ANNLY); THEN 10YR EIISDA + 10BP (S/A). MAX CPN=8%. SERIES 85. TRANCHE 1. |
| BANQUE FED CRED MUTUEL |
XS0212581564 |
2015-02-25 |
EUR |
1.985 |
FLOATING |
1 |
1000 |
57.6 |
59 |
3.36% |
CPN=7% TO 02/06; THEN 10YR ?CMS + 10BP. MAX CPN=8%. SERIES 99. TRANCHE 1. |
| BANQUE FED CRED MUTUEL |
XS0218324050 |
2015-10-28 |
EUR |
4.471 |
VARIABLE |
1 |
1000 |
99.1 |
100.2 |
4.46% |
CPN=4.471% TO 10/15 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +185BP (QTRLY, ACT/360). SHORT 1ST CPN. SERIES 105, TRANCHE 1. PAYS IN CASH |
| BARCLAYS BANK PLC |
US06739H7769 |
2013-06-15 |
USD |
7.100 |
FIXED |
4 |
25 |
25.8 |
25.8 |
6.88% |
DEP SHARE=PFD SHR. GREENSHOE OF 7MM EXERC'D ON 09/12. |
| BARCLAYS BANK PLC |
US06739H3628 |
2013-06-15 |
USD |
8.125 |
FIXED |
4 |
25 |
25.9 |
25.9 |
7.84% |
LONG 1ST CPN. GREENSHOE= 15MM SHARES UNTIL 4/22/08. SERIES 5. |
| BARCLAYS BANK PLC |
US06739H5110 |
2013-06-15 |
USD |
7.750 |
FIXED |
4 |
25 |
25.9 |
25.9 |
7.48% |
AMERICAN DEPOSITARY SHARES, SERIES 4 REPRESENTING NON-CUM US$ PREF SHARES, SERIES 4. GREENSHOE OF 6MM SHRS EXERCISED ON 12/05/07. |
| BARCLAYS BANK PLC |
US06739FEY34 |
2016-12-15 |
USD |
5.926 |
VARIABLE |
2 |
1000 |
102.7 |
104 |
5.70% |
CPN=5.926 TO 12/16(S/A,30/360);THEN 3MO US$LIBOR+175BP(QRTLY,ACT/360)ISS'D UNDER144A.SHRT 1ST CPN.ISSR'S OPT TO DEFER PYMTS;SATISFY W/IN 10YRS.PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0214398199 |
2020-03-15 |
EUR |
4.750 |
VARIABLE |
1 |
10000 |
76.9 |
77.9 |
6.10% |
CPN=4.75% TO 3/20 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +71BP QTRLY (ACT/360).NON-CUM PREF SHRS. TIER ONE. PAYS IN DIVIDENDS |
| BARCLAYS BANK PLC |
XS0248675364 |
2036-12-15 |
GBP |
5.330 |
VARIABLE |
1 |
1000 |
88.1 |
90.2 |
5.91% |
CPN=5.3304% TO 12/36; THEN 3MO GBP LIBOR + 198.5. SHORT 1ST CPN. PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0205937336 |
2014-12-15 |
EUR |
4.875 |
VARIABLE |
1 |
10000 |
78 |
78.9 |
6.18% |
CPN=4.875% TO 12/14 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +105BP QTRLY (ACT/360). LONG 1ST CPN. NON-CUM PREF SHRS. PAYS IN DIVIDENDS |
| BARCLAYS BANK PLC |
XS0150052388 |
2032-06-15 |
GBP |
6.000 |
VARIABLE |
2 |
1000 |
92.6 |
94.8 |
6.33% |
CPN=6% TO 6/32 (ACT/ACT); THEREAFTER 6MO œLIBOR+89BP (ACT/365). SHORT 1ST CPN. PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0222208539 |
2017-12-15 |
GBP |
6.000 |
VARIABLE |
1 |
10000 |
95.8 |
97 |
6.19% |
CPN=6% TO 12/17(ANNLY); THEN GBPLIBOR + 142BP (QRTLY). SHORT 1ST CPN. PREF SHRS.PAYS IN DIVIDENDS |
| BARCLAYS BANK PLC |
XS0305103482 |
2019-12-15 |
GBP |
6.369 |
VARIABLE |
1 |
1000 |
93.6 |
96.4 |
6.61% |
CPN= 6.3688% (ANNLY, ACT/ACT)TO 12/19; THEN 3MO GBPLIBOR + 170BP(QRTLY,ACT/365).SHORT 1ST CPN. PAYS IN CASH. |
| BARCLAYS BANK PLC |
XS0155141830 |
2032-06-15 |
USD |
6.860 |
VARIABLE |
2 |
1000 |
106.9 |
108.4 |
6.33% |
CPN=6.86 (30/360) TO 6/32; THEREAFTER 6MO US$LIBOR +173BP (ACT/360). ISS'D TONS (TIER 1 NOTES). SHORT 1ST CPN. |
| BARCLAYS BANK PLC |
XS0269453139 |
2016-12-15 |
USD |
5.926 |
VARIABLE |
2 |
1000 |
102.8 |
103.9 |
5.70% |
CPN=5.926% TO 12/16; THEN CPN=3MO US$LIBOR +175BP IF NOT CALLED ON 12/15/16. ISSUER'S OPTION TO DEFER PYMTS; MUST SATISFY WITHIN 10YRS. PAYS IN CASH. |
| BARCLAYS BANK PLC |
XS0145875513 |
2027-04-19 |
GBP |
6.125 |
VARIABLE |
1 |
1000 |
95 |
97.4 |
6.29% |
CPN=6.125% (ANN) TO 4/27, THRAFTR CPN RESET EVERY 5 YRS @ 5YR UKT +207BP (ANN). ORIG ISS AMT:œ400MM. ADD'L œ150MM ISS'D 6/03 @ 108.617%. PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0120327571 |
2015-11-27 |
GBP |
6.875 |
VARIABLE |
1 |
1000 |
103.7 |
105.6 |
6.51% |
CPN=6.875% (ANN)TO11/15; THEN 5 YR GILT +295BP (ANN). CPN WILL RESET EVERY 5YRS.UNSEC'D. ORIGINAL ISS AMT:œ400MM. ADDL œ250MM ISS'D 5/01 @ 100.370%.PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0145875190 |
2017-04-19 |
GBP |
6.375 |
VARIABLE |
1 |
1000 |
101.4 |
104.1 |
6.12% |
CPN=6.375% (ANN) TO 04/17; THRAFTR CPN RESET EVERY 5 YRS @ 5YR UKT +202BP (ANN).ORIG ISS AMT:œ400MM. ADD'L 65MM ISS'D 3/03 @109.984%. PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0322792010 |
2017-12-15 |
USD |
7.434 |
VARIABLE |
2 |
1000 |
109.7 |
110.9 |
6.70% |
SHORT 1ST CPN. CPN=7.434% TO 12/15/2017; THEREAFTER 3MO US$LIBOR + 317BP. PAYS IN CASH. |
| BARCLAYS BANK PLC |
XS0118932366 |
2020-10-24 |
GBP |
7.125 |
VARIABLE |
1 |
1000 |
104 |
106.3 |
6.70% |
CPN=7.125% TO 10/20; THEREAFER 5 YR GILT +315BP. CPN WILL RESET EVERY 5 YRS. ORIGINAL ISS AMT: œ275MM. ADDL œ250MM ISS'D 5/01 @ 104.218%. PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0350187430 |
2018-12-15 |
GBP |
8.250 |
VARIABLE |
1 |
1000 |
108.5 |
110.7 |
7.45% |
CPN= 8.25% TO 12/15/2018; T/AFTR CPN = 3M œLIBOR +4%. CPN STEPS UP 100BP IF NOT CALLED 12/18. SR 166.TRANCHE 1. |
| BARCLAYS BANK PLC |
US06738C8284 |
2034-12-15 |
USD |
6.278 |
VARIABLE |
2 |
10000 |
100.3 |
101.4 |
6.19% |
CPN RATE=6.278% TO 12/34; THEREAFTER 3MO US$LIBOR +155BP. LONG 1ST CPN. SERIES 1. ADR REPR NON-CUM PFD SHR. PAYS IN DIVIDENDS |
| BARCLAYS BANK PLC |
XS0360950249 |
2018-04-25 |
USD |
7.700 |
VARIABLE |
2 |
1000 |
110.7 |
111.2 |
6.92% |
CPN RT=7.7% TO 4/18; THEREAFTER 3MO US$ LIBOR + 424BP. |
| BARCLAYS BANK PLC |
XS0015014615 |
2013-07-31 |
GBP |
1.500 |
FLOATING |
4 |
250000 |
64 |
65.6 |
2.29% |
CPN RATE=3MO œLIBOR +50BP TO 10/99; +70BP TO 10/09; THEREAFTER @ +100BP. RATES ARE ROUNDED TO THE NEAREST 1/16TH. UNSEC'D. |
| BARCLAYS BANK PLC |
GB0000779529 |
2013-07-22 |
USD |
0.688 |
FLOATING |
2 |
10000 |
55.8 |
57.5 |
1.20% |
CPN RATE=6MO $LIMEAN +25BP. SUB PRIMARY CAPITAL NOTES. CO BOUGHT BACK $107.540MMEFF 3/25/96. |
| BARCLAYS BANK PLC |
US06739GAD16 |
2017-12-15 |
USD |
7.434 |
VARIABLE |
2 |
1000 |
109.7 |
110.9 |
6.70% |
ISS'D UNDER 144A. SHORT 1ST CPN. CPN=7.434% TO 12/15/2017; THEREAFTER 3MO US$LIBOR + 317BP. PAYS IN CASH. |
| BARCLAYS BANK PLC |
US06739HAA59 |
2018-04-25 |
USD |
7.700 |
VARIABLE |
2 |
1000 |
110.7 |
111.2 |
6.92% |
CPN RT=7.7% TO 4/18; THEREAFTER 3MO US$ LIBOR + 424BP. ISS'D UNDER 144A. |
| BARCLAYS BANK PLC |
XS0397801357 |
2019-06-15 |
GBP |
14.000 |
VARIABLE |
1 |
1000 |
139.4 |
140.6 |
9.96% |
SHRT 1ST CPN. œ2.5BLN SOLD TO STRAT.INVESTORS. œ500MM SOLD TO INST.INVESTORS. CPN=14% TO 06/19 (ANNLY, ACT/ACT); THEN 3MO GBP LIBOR +1340BP (QRTLY, ACT/365). |
| BARCLAYS BANK PLC |
US06739F3901 |
2013-06-15 |
USD |
6.625 |
FIXED |
4 |
25 |
25.7 |
25.8 |
6.42% |
SERIES 2 ADR REPR NON-CUM PRD SHR. GREENSHOE OF 3MM EXERCISED ON 4/28/06. |
| BARCLAYS BANK PLC |
XS0046132014 |
2023-10-11 |
GBP |
9.000 |
FIXED |
1 |
1000 |
107.9 |
111.4 |
8.08% |
ISS'D IN EXCH OF RG TRANCHE. CALL FROM 10/93-10/23 @HIGHER OF GROSS RDMPTN YLD OF REF STK OR 100%; THEREAFTER CALL @100%. UNSEC'D. PAYS IN CASH |
| BARCLAYS BANK PLC |
US06738CAG42 |
2032-06-15 |
USD |
6.860 |
VARIABLE |
2 |
1000 |
107 |
108.5 |
6.32% |
CPN=6.86 (30/360) TO 6/32; THEREAFTER 6MO US$LIBOR +173BP (ACT/360). ISS'D UNDER144A. ISS'D TONS (TIER 1 NOTES). SHORT 1ST CPN. PAYS IN CASH |
| BARCLAYS BANK PLC |
XS0071252919 |
2021-11-27 |
GBP |
9.250 |
VARIABLE |
1 |
1000 |
109.7 |
112.6 |
8.21% |
CPN RATE=9¬% TO 11/21; THEREAFTER ANNUALLY RESET EVERY 5YRS@5YR UK GOVT+225BP. CO NAME CHG TO:WOOLWICH PLC 7/97. SECURITY HAS NOT BEEN CALLED ON 11/21. |
| BAWAG CAP FIN JERSEY II |
DE0008600966 |
2013-09-27 |
EUR |
7.125 |
FIXED |
4 |
25 |
22 |
22.3 |
7.99% |
ALSO AMSTERDAM SE. SUB, UNSEC'D. |
| BAWAG CAP FIN JERSEY LTD |
XS0119643897 |
2013-10-31 |
EUR |
4.907 |
VARIABLE |
4 |
1000 |
73 |
78 |
6.29% |
CPN RATE=8.765% ANNLY TO 10/10(ACT/ACT); THEREAFTER 3MO EURIBOR +470BP QTRLY (ACT/360). NON-CUM PREF SECS. |
| BAYER AG |
XS0225369403 |
2015-07-29 |
EUR |
5.000 |
VARIABLE |
1 |
1000 |
106.3 |
106.6 |
4.69% |
CPN=5% TO 07/15 (ANNLY); THEN 3MO EURIBOR +280BP (QTRLY). PAYS IN CASH. P |
| BAYERNLB CAPITAL TRUST I |
XS0290135358 |
2017-05-31 |
USD |
6.203 |
FLAT TRADING |
1 |
1000 |
66.3 |
68.3 |
9.08% |
TRADING FLAT SINCE 05/31/2011. CPN=6.2032% ANNLY (ACT/ACT) TO 05/17, THEN 3MO US$LIBOR +198BP QTLY (ACT/360). SHORT 1ST CPN. ALSO SPREAD: MID-SWAPS +98BP. |
| BB&T CAPITAL TRUST VI |
US05531B2016 |
|
USD |
9.600 |
FIXED |
4 |
25 |
25.5 |
25.5 |
9.41% |
GREENSHOE=3MM SHRS. FINAL MTY: 8/1/2069. |
| BBVA BANCOMER SA |
USG09077AB73 |
2017-05-17 |
USD |
6.008 |
VARIABLE |
2 |
1000 |
104.6 |
104.6 |
5.74% |
CPN=6.008% TO 5/17; THEREAFTER 3MO US$LIBOR +181BP. |
| BBVA BANCOMER SA |
US055295AB54 |
2017-05-17 |
USD |
6.008 |
VARIABLE |
2 |
1000 |
105 |
105.6 |
5.69% |
CPN=6.008% TO 5/17; THEREAFTER 3MO US$LIBOR +181BP. ISS'D UNDER 144A. PAYS IN CASH. |
| BBVA INTL PREF UNIPERSON |
XS0266971745 |
2016-09-20 |
EUR |
4.952 |
VARIABLE |
1 |
50000 |
80.7 |
82.7 |
5.99% |
CPN=4.952 (ANNLY, ACT/ACT) TO 09/16, THEN 3MO EURIBOR +195BP (QTLY, ACT/360). NON-CUMULATIVE PERPETUAL GTD PREFERRED SEC. PAYS IN CASH. |
| BBVA INTL PREF UNIPERSON |
XS0229864060 |
2015-09-22 |
EUR |
3.798 |
VARIABLE |
1 |
1000 |
76.2 |
78.4 |
4.84% |
CPN=3.798% TO 09/15 (ACT/ACT); THEREAFTER 3MO EURIBOR +165BP (ACT/360). ALSO NON-CUMULATIVE PERPETUAL GTD PREFERRED SEC. PAYS IN CASH |
| BBVA INTL PREF UNIPERSON |
XS0457228137 |
2014-10-21 |
EUR |
8.500 |
VARIABLE |
1 |
50000 |
104.3 |
105.6 |
8.05% |
CPN=8.5% TO 10/14 (ANN, ACT/ACT), THEN CPN = 3MO EURIBOR +574 BP (QTLY, ACT/360)SERIES E. NON- CUM PERP GTD PREF. ISS'D IN EXCH OF XS0229864060 & XS0266971745. |
| BBVA INTL PREF UNIPERSON |
XS0457234291 |
2014-10-21 |
GBP |
9.100 |
VARIABLE |
1 |
50000 |
103.4 |
104.9 |
8.67% |
CPN=9.1% TO 10/14 (ANN, ACT/ACT), THEN CPN= 3MO GBP LIBOR+570 BP (QTLY, ACT/365)SERIES F. NON-CUM PERP GTD PREF SEC. ISS'D IN EXCH OF XS0308305803.PAYS IN DVDS |
| BBVA INTL PREF UNIPERSON |
US05530RAB42 |
2017-04-18 |
USD |
5.919 |
VARIABLE |
2 |
1000 |
94.7 |
96 |
6.17% |
ISS'D IN EXCH OF 144A SEC; SEE CUSIP# 05530RAA6. CPN=5.919 TO 4/18/17; THEN 3MO US$LIBOR +82BP. MIN CPN=5.919%. CALLABLE EVERY 10YRS. |
| BCP FINANCE CO |
XS0194093844 |
2014-06-09 |
EUR |
5.543 |
VARIABLE |
1 |
100 |
45.4 |
48.3 |
11.48% |
NO DIVIDEND PAYMENT ON 06/09 PAYS IN DIVIDENDS SERIES C. |
| BCP FINANCE CO |
XS0231958520 |
2015-10-13 |
EUR |
4.239 |
VARIABLE |
1 |
1000 |
46.5 |
48.7 |
8.70% |
NO DIVIDEND PAYMENT ON 06/09 NON-CUMM PREF SEC. SERIES D. PAYS IN DIVIDENDS |
| BEHR GMBH & CO |
DE000A0LRKT8 |
2014-07-15 |
EUR |
7.875 |
VARIABLE |
1 |
50000 |
98.2 |
99.3 |
7.93% |
CPN RATE=7.875% TO 7/14 ANNLY (ACT/ACT); THEN 3MO EURIBOR +500BP QRTLY (ACT/360)INTIALLY SUSPENDED PAYMENT DUE 07/15/10 HAS NOW BEEN PAID. |
| WR BERKLEY CAP TRUST II |
US08449Q2030 |
2013-05-26 |
USD |
6.750 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.72% |
CO MAY DEFER CASH PYMTS FOR UP TO 20 QTRS. |
| BES FINANCE LTD |
XS0171467854 |
2014-07-02 |
EUR |
5.580 |
VARIABLE |
1 |
1000 |
70.3 |
72.2 |
7.73% |
PAYS IN DIVIDENDS SUB. TIER I. ?450MM ISS'D 7/04; ADD'L ?150MM ISS'D 3/20/04 @102.468%. |
| BES FINANCE LTD |
XS0207754754 |
2015-03-16 |
EUR |
4.500 |
VARIABLE |
1 |
1000 |
63 |
65.5 |
6.87% |
SHORT 1ST CPN. |
| BES FINANCE LTD |
XS0147275829 |
2013-08-08 |
EUR |
3.032 |
VARIABLE |
4 |
1000 |
73 |
79 |
3.84% |
MOD FOLLOW BUS DAY CNVTN. UNSEC'D. SUB. PAYS IN CASH |
| BGE CAPITAL TRUST II |
US05541Q2066 |
2013-06-10 |
USD |
6.200 |
FIXED |
4 |
25 |
25.7 |
25.7 |
6.03% |
CO MAY DEFER DIV PYMT FOR UP TO 20 QTRS. |
| BMO CAPITAL TRUST |
CA05560HAD58 |
2014-12-31 |
CAD |
5.474 |
FIXED |
2 |
1000 |
106 |
106.1 |
5.16% |
BOATS(BK OF MONTREAL TR SECS).BOOK-ENTRY. SHORT 1ST CPN. PAYS IN CASH. |
| BMO CAPITAL TRUST |
CA05560HAE32 |
2015-12-31 |
CAD |
4.633 |
VARIABLE |
2 |
1000 |
106.8 |
107 |
4.33% |
BOATS(BK OF MONTREAL TR SECS). SHORT 1ST. BOOK-ENTRY. CPN RATE=4.633% TO 12/15; THEREAFTER CDOR +150BPS. PROV CALL ON ANY DIST DATE FROM 12/2010-12/2015. |
| BNCA POP COMMERCIO E IND |
XS0131512450 |
2013-06-27 |
EUR |
6.154 |
VARIABLE |
4 |
1000 |
88.6 |
91.1 |
6.76% |
CPN=9% TO 6/11 (ANLY, ACT/ACT); THEN 3MO EURIBOR +594BP (QTLY, ACT/360). PAYS IN DIVIDENDS |
| BNP PARIBAS |
FR0010239319 |
2013-10-17 |
EUR |
4.875 |
FIXED |
1 |
1000 |
91.4 |
92.4 |
5.28% |
NON-CUMULATIVE SEC. PAYS IN CASH |
| BNP PARIBAS |
FR0010306738 |
2016-04-12 |
EUR |
4.730 |
VARIABLE |
1 |
50000 |
98.6 |
99.7 |
4.74% |
CPN=4.73% TO 04/16 (ANNLY, ACT/ACT), THEN 3MO EURIBOR + 169BP (QTY, ACT/360). PAYS IN CASH |
| BNP PARIBAS |
USF1058YHV32 |
2015-06-29 |
USD |
5.186 |
VARIABLE |
2 |
1000 |
98.9 |
100 |
5.19% |
CPN RATE=5.186% TO 6/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +168BP QTRLY (ACT/360). PAYS IN CASH |
| BNP PARIBAS |
FR0010348557 |
2016-07-13 |
GBP |
5.954 |
VARIABLE |
1 |
50000 |
97.8 |
99.4 |
5.99% |
CPN=5.954% ANNLY (ACT/ACT) TO 07/16, THEN 3MO œLIBOR +181BP QTLY (ACT/365). PAYS IN CASH |
| BNP PARIBAS |
US05565AAB98 |
2037-06-25 |
USD |
7.195 |
VARIABLE |
2 |
100000 |
108.1 |
109.1 |
6.59% |
CPN=7.195% TO 6/37 S/A (30/360); THEREAFTER 3MO US$LIBOR +129BP (ACT/360). ISS'D UNDER 144A. |
| BNP PARIBAS |
FR0010239368 |
2013-10-17 |
USD |
6.250 |
FIXED |
1 |
2000 |
100.4 |
101.5 |
6.16% |
NON-CUMULATIVE. |
| BNP PARIBAS |
FR0010661314 |
2013-09-11 |
EUR |
8.667 |
VARIABLE |
1 |
50000 |
101.3 |
102.1 |
8.49% |
CPN=8.667% TO 09/13 (ANNLY; ACT/ACT); THEN 3MO EURIBOR +405BP (QRTLY; ACT/360). PAYS IN CASH. |
| BNP PARIBAS |
US05565AAA16 |
2015-06-29 |
USD |
5.186 |
VARIABLE |
2 |
1000 |
98.8 |
99.9 |
5.19% |
CPN RATE=5.186% TO 6/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +168BP QTRLY (ACT/360). ISS'D UNDER 144A. NON-CUM TIER 1. PAYS IN CASH |
| BNP PARIBAS CAP TRST VI |
XS0160850227 |
|
EUR |
5.868 |
VARIABLE |
1 |
1000 |
99.5 |
100.5 |
5.84% |
CPN RATE=5.868% TO 01/13 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +248BP QTRLY (ACT/360). NON-CUMULATIVE PFD SECS. PAYS IN DIVIDENDS |
| BNY CAPITAL IV |
US09656G2012 |
|
USD |
6.875 |
FIXED |
4 |
25 |
25.5 |
25.5 |
6.74% |
CO MAY DEFER DIV PYMT FOR UP TO 20 QTRS. GTD BY BANK OF NEW YORK. |
| BNY CAPITAL V |
US09656H2094 |
|
USD |
5.950 |
FIXED |
4 |
25 |
25.1 |
25.1 |
5.93% |
CO MAY DEFER DIV PYMT FOR UP TO 20 QTRS. DELISTED OTC AND LISTED NYSE EFF 05/07/03 |
| BPI CAPITAL FINANCE LTD |
XS0174443449 |
2013-08-12 |
EUR |
1.753 |
FLOATING |
4 |
1000 |
360 |
360 |
0.49% |
SERIES C. CALL IF SECURITY NO LONGER QUALIFIES AS TIER 1. NON-CUMULATIVE PFD SHRS. PAYS IN DIVIDENDS |
| BPM CAPITAL TRUST I |
XS0131749623 |
2013-07-02 |
EUR |
4.912 |
FLAT TRADING |
4 |
1000 |
67.6 |
69.7 |
7.05% |
PAYS IN CASH. APRIL 2012, JULY 2012, OCTOBER 2012, JANUARY 2013 PAYMENTS CANCELLED.. |
| BR MALLS INTL FINANCE |
USG1593PAA69 |
|
USD |
9.750 |
FIXED |
4 |
1000 |
100 |
100 |
9.75% |
POISON PUT @ 101% SUBJECT TO RATINGS TRIGGER. |
| BRIT INSURANCE HOLDINGS |
XS0237631097 |
2020-12-09 |
GBP |
6.625 |
VARIABLE |
1 |
1000 |
91.1 |
93.2 |
7.11% |
CPN RATE=6.625% TO 12/20; THEREAFTER STEPS UP 340BP OVER THE THEN PREVAILING 10YR GILT. |
| CA PREFERRED FUND TR II |
XS0173838847 |
2013-07-30 |
USD |
7.000 |
FIXED |
4 |
1000 |
99.3 |
100.2 |
6.99% |
SHORT 1ST CPN. TIER I. NON CUMULATIVE TRUST PFD SECS. PAYS IN DIVIDENDS |
| CA PREFERRED FUND TRUST |
XS0161441000 |
2013-07-30 |
USD |
7.000 |
FIXED |
4 |
1000 |
99.8 |
100.3 |
6.98% |
NON-CUM. PREFERRED SECURITY. PAYS IN DIVIDENDS |
| CA PREFERRED FND TST III |
NL0000113868 |
2013-07-30 |
EUR |
6.000 |
FIXED |
4 |
1000 |
94.5 |
95.6 |
6.28% |
NON-CUM. SHORT 1ST CPN. PREFERRED SECURITY. |
| CAIXA GALICIA PREFERENTE |
XS0237727440 |
2015-12-14 |
EUR |
4.572 |
VARIABLE |
1 |
50000 |
15 |
20 |
22.86% |
CPN=4.572% TO 12/15 (ANNUAL, ACT/ACT); THEN 12MO EURIBOR +205BP (ANN, ACT/360). |
| CAIXA GERAL DEPOSIT FIN |
XS0230957424 |
2015-09-30 |
EUR |
0.983 |
FLOATING |
4 |
1000 |
35 |
45 |
2.18% |
CPN=3MO EURIBOR +77BP TO 09/15, THEN 3MO EURIBOR +177BP IF NOT CALLED. NON-CUMULATIVE. CAPITAL DISQUALIFICATION EVENT CALL. |
| CAIXA GERAL FIN |
XS0195376925 |
2014-06-28 |
EUR |
1.013 |
FLOATING |
4 |
1000 |
35 |
45 |
2.25% |
CPN RATE=3MO EURIBOR+ 80BP TO 6/14; THEREAFTER 3MO EURIBOR+ 180BP IF NOT CALLED.PERP NON-CUM PREF SHARES. TIER 1. |
| CAIXA TERRASSA PREFERENT |
XS0225115566 |
2013-08-10 |
EUR |
1.987 |
VARIABLE |
1 |
1000 |
42 |
53 |
3.75% |
NON-CUMMULATIVE PREFERENCE SHARES. CPN=8% TO 8/10; THEREAFTER 10YR ?CMS +10BP. MAX CPN=10%. PAYS IN CASH |
| CANARA BANK LONDON |
XS0276148847 |
2016-11-28 |
USD |
6.365 |
VARIABLE |
2 |
1000 |
102.7 |
103.7 |
6.14% |
#N/A Field Not Applicable |
| CAPITAL ISSUING GMBH |
DE0001365880 |
2014-07-31 |
EUR |
7.133 |
VARIABLE |
1 |
1000 |
102.1 |
104.9 |
6.80% |
CPN=7.133% TO 7/14 (ACT/ACT); THEREAFTER CPN RATE 12MO EURIBOR +444BP (ACT/360) SHORT 1ST CPN. PAYS IN DIVIDENDS |
| CAPITAL ONE CAPITAL II |
US14041L2043 |
|
USD |
7.500 |
FIXED |
4 |
25 |
24.8 |
24.8 |
7.56% |
ENHANCED TRUPS. |
| CAPSTEAD MORTGAGE |
US14067E3080 |
2013-06-10 |
USD |
1.260 |
FIXED |
12 |
11 |
12.6 |
12.6 |
2.50% |
PRX/SHR=$17.7618.ISS'D AS A RESULT OF ACQ OF TYLER CABOT SEC FUND INC EFF 12/92.TRANS AGT: SOC NATL BK. CO MAY PAY DVDS IN CM STK. REIT. ALSO PAC SE. O/S 3/01. |
| CASINO GUICHARD PERRACH |
FR0010154385 |
2013-07-20 |
EUR |
2.551 |
FLOATING |
4 |
1000 |
65.8 |
66.6 |
3.83% |
CPN RATE=7.5% TO 1/08 (ANNLY, ACT/ACT); THEREAFTER 10YR ?CMS +100BP (QTRLY, ACT/360). MAX CPN=9%. |
| CBA CAPITAL TRUST II |
US12479BAA08 |
2016-03-15 |
USD |
6.024 |
VARIABLE |
2 |
1000 |
105.3 |
106.5 |
5.66% |
CPN RATE-6.024% TO 3/16; THEREAFTER 3MO US$LIBOR +174BP. ISS'D UNDER 144A. CBA CAPITAL TRUST II. PAYS IN BOTH CASH & DIVIDENDS |
| CBS CORP |
US1248574006 |
|
USD |
6.750 |
FIXED |
4 |
25 |
25 |
25 |
6.75% |
SENIOR NOTES. |
| CHASE CAPITAL III |
US161478AA01 |
2013-06-10 |
USD |
0.837 |
FLOATING |
4 |
1000 |
83.5 |
83.5 |
1.00% |
CPN RATE=3MO US$LIBOR +55BP. CO MAY DEFER CASH PYMT FOR UP TO 20 PAY PERIODS. CAP SECS. CALL W/CHANGE IN TAX LAW AFTER 3/1/07. PAYS IN CASH |
| CHASE CAPITAL VI |
US16162LAA17 |
2013-06-10 |
USD |
0.899 |
FLOATING |
4 |
1000 |
83.5 |
83.5 |
1.08% |
CPN=3MO US$LIBOR +62«BP. SHORT 1ST CPN. DISC MARGIN: 68BP OVER 3MO US$LIBOR. CO MAY OPT TO DEFER INT PYMTS FOR UP TO 20 QTRS. CAP SECS. SERIES F. PAYS IN CASH. |
| CHINATRUST COMM BANK HK |
XS0215262402 |
2015-03-17 |
USD |
5.625 |
VARIABLE |
2 |
1000 |
102.5 |
103.4 |
5.44% |
#N/A Field Not Applicable |
| CIE GEN ETAB MICHELIN |
FR0010034298 |
2013-12-03 |
EUR |
6.375 |
VARIABLE |
1 |
1000 |
102.5 |
108.5 |
5.88% |
CPN RATE=6.375% TO 12/13 ANNLY (ACT/ACT); THEREAFTER EURIBOR +295BP QTRLY (ACT/360). PAYS IN CASH |
| CITIGROUP CAP IX |
US1730662004 |
2013-06-10 |
USD |
6.000 |
FIXED |
4 |
25 |
25.3 |
25.3 |
5.93% |
GTD BY CITIGROUP. CO MAY DEFER INT PYMTS FOR UP TO 20 QTRS. DELISTED OTC AND LISTED NYSE EFF 03/06/03 |
| CITIGROUP CAPITAL VIII |
US17306R2040 |
|
USD |
6.950 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.92% |
CO MAY DEFER CASH PYMT FOR UP TO 20 QTRS. DELISTED OTC EFF 9/28/01. |
| CITIGROUP CAPITAL XVI |
US17310L2016 |
2013-06-10 |
USD |
6.450 |
FIXED |
4 |
25 |
25.5 |
25.5 |
6.32% |
#N/A Field Not Applicable |
| CLAUDIUS (CREDIT SUISSE) |
XS0371612762 |
2013-12-27 |
USD |
8.250 |
FIXED |
2 |
2000 |
104.3 |
104.5 |
7.89% |
RE-PACKAGING DEAL. CREDIT SUISSE ISSUING VIA CLAUDIUS. |
| CLERICAL MEDICAL FIN PLC |
XS0222798661 |
2015-06-24 |
EUR |
4.250 |
VARIABLE |
1 |
1000 |
95.5 |
97.4 |
4.36% |
CPN=4.25% TO 06/15 ANNLY (ACT/ACT); THEN 3MO EURIBOR +200BP QTRLY (ACT/360). PAYS IN CASH |
| CNP ASSURANCES |
FR0000474421 |
2013-05-16 |
EUR |
5.250 |
VARIABLE |
1 |
1000 |
100 |
100.4 |
5.23% |
CPN=5.25% TO 5/13 ANNLY (ACT/ACT); THEREAFER 3MO EURIBOR +200BP QTRLY (ACT/360) MOD FOLLOW BUS DAY CNVTN. |
| CNP ASSURANCES |
FR0010167247 |
2014-03-11 |
EUR |
3.392 |
FLOATING |
1 |
1000 |
56 |
58 |
5.85% |
CPN=6.5% 03/08; THEN 3% + 22.5% * 10YR ?CMS. |
| CNP ASSURANCES |
FR0010093328 |
2013-06-21 |
EUR |
2.130 |
FLOATING |
4 |
1000 |
57 |
58.8 |
3.62% |
CPN=TEC 10 +10BP. MAX CPN=9%. ANALYTICS DEFAULT TO 1ST CALL DT. USE PPCR2 TO CHANGE MATURITY TYPE & DATE. DELETE CALL SCHEDULE IN PPCR2. |
| BPCE SA |
FR0010101949 |
2011-12-30 |
USD |
2.330 |
FLOATING |
4 |
1000 |
39.6 |
41.3 |
5.64% |
CPN=10YR CMT +30BP. MAX CPN=9%. SHORT 1ST CPN. |
| CNP ASSURANCES |
FR0010409789 |
2016-12-22 |
EUR |
4.750 |
VARIABLE |
1 |
50000 |
95.7 |
96.9 |
4.90% |
CPN=4.75% TO 12/16 ANNLY (ACT/ACT); THEREAFTER 3M EURIBOR + 184BP QURTLY ACT/360). PAYS IN CASH. |
| CNP ASSURANCES |
FR0010941484 |
2020-09-14 |
EUR |
6.000 |
VARIABLE |
1 |
50000 |
106.5 |
107.7 |
5.57% |
CPN 6% UNTIL 09/2020 THEREAFTER CPN EURIBOR 3MO PLUS 447.2 BASIS POINT. CUMULATIVE DEFERRAL (OPTIONAL AND MANDATORY). PAYS IN CASH. |
| COMCAST CORP |
US20030N4088 |
|
USD |
7.000 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.97% |
SHORT 1ST CPN. 5MM SHARE GREENSHOE EXERCISED EFF 9/20/06. |
| COMMERZBANK CAP FUND TRU |
DE000A0GPYR7 |
2016-04-12 |
EUR |
5.012 |
VARIABLE |
1 |
50000 |
95.1 |
96.2 |
5.21% |
CPN=5.012% TO 4/16 ANNLY(ACT/ACT);THEN 3MO EURIBOR +215BP QTRLY(ACT/360).NON-CUMTRUST PFD SECS.SPPT AGRMT W/ COMMERZBANK AG. CPNs RESUMED 4/13. PAYS IN CASH |
| COMMERZBANK CAP FUND TRU |
DE000CK45783 |
2013-06-18 |
EUR |
1.704 |
FLAT TRADING |
4 |
1000 |
53.2 |
55.1 |
3.09% |
CPN=5.25% TO 12/08 ANNLY (ACT/ACT); THEN 3MO EURIBOR +150BP QTRLY (ACT/360). NON-CUM TRUST PFD SECS. SPPT AGREEMENT W/ COMMERZBANK AG. PAYS IN CASH&DVDS. |
| COMMERZBANK CAP FUND TRU |
XS0248611047 |
2018-04-12 |
GBP |
5.905 |
FLAT TRADING |
1 |
50000 |
99.6 |
101.9 |
5.79% |
CPN=5.905% TO 4/18 ANNLY(ACT/ACT); THEN 3MO œLIBOR+216BP QTRLY (ACT/365).NON-CUMTRST PFD SECS. LONG 1ST CPN. EEA SALES RESTRICT. SPPT AGRMNT. NO PMT 4/12/11 |
| CO-OPERATIVE BANK PLC |
GB00B3VMBW45 |
2015-12-14 |
GBP |
5.556 |
VARIABLE |
2 |
1000 |
73.9 |
75.3 |
7.38% |
CPN=5.5555% TO 12/14/15 (S/A, ACT/ACT); THEN 3MO œLIBOR +205BP (QRTLY, ACT/365).ISSUED IN EXCHANGE OF GB00B0JV1Q67. EX-DIV FROM 11/25/09. PAYS IN CASH. |
| CO-OPERATIVE BANK PLC |
GB00B3VH4201 |
|
GBP |
13.000 |
FIXED |
2 |
1000 |
150.8 |
153.2 |
8.49% |
ISSUED IN EXCHANGE FROM GB0001294882. PAYS IN CASH. |
| COUNTRYWIDE CAPITAL V |
US2223882091 |
2013-05-20 |
USD |
7.000 |
FIXED |
4 |
25 |
25.4 |
25.4 |
6.89% |
INITIAL MTY DATE SHOWN. FINAL MTY: 11/1/66. ISSR MAY DEFER CASH PYMT FOR UP TO 40 PAY PERIODS. |
| CRED SUISSE FIRST BOST I |
XS0059124742 |
2015-08-17 |
GBP |
10.250 |
VARIABLE |
1 |
10000 |
107.1 |
109.1 |
9.40% |
CPN RATE=10¬% TO 8/15; THEN CPN PAID ANNLY RESET EVERY 5 YRS @ 5-YR UKT +280BP. CPN PAID ONLY IF DVD PAID TO SHAREHOLDERS. SEASONED 12/31/99. |
| CRED SUISSE GP FIN (GRN) |
XS0148995888 |
2017-06-07 |
GBP |
6.875 |
VARIABLE |
1 |
1000 |
101.5 |
104.5 |
6.58% |
CPN RATE=6.875% TO 6/17;THEREAFTER ANNUALLY CPN RESET EVERY 5 YRS @ UKT +245BP. PAYS IN CASH |
| CRED SUISSE GRP CAP III |
XS0112553291 |
2015-06-15 |
GBP |
8.514 |
VARIABLE |
1 |
1000 |
105.3 |
106.8 |
7.97% |
DIV RATE=8.514% TO 6/15/15, THEN DIV PAID ANNLY STEPS UP TO 5-YR UKT +440BP; THEN DIV RESET EVERY 5-YRS. NON-CUM PREF SECS. SUB. PAYS IN DIVIDENDS |
| CREDIT AGRICOLE SA |
FR0010161026 |
2015-02-04 |
EUR |
1.916 |
VARIABLE |
1 |
1000 |
62 |
63.1 |
3.04% |
PAYS IN CASH |
| CREDIT AGRICOLE SA |
FR0000475790 |
2018-06-20 |
GBP |
5.000 |
VARIABLE |
1 |
1000 |
90.2 |
92.1 |
5.43% |
CPN=5% TO 6/18, THEN AGG OF [197BP + THN 5YR UKT] ADD'L œ300MM ISS'D 9/03 @ 93.648%. SERIES 25, TR 1&2. . YIELDS TO 6/20/18. PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010248641 |
2015-11-09 |
EUR |
4.130 |
VARIABLE |
1 |
50000 |
97.3 |
98.5 |
4.19% |
CPN=4.13% TO 11/15 (ANNLY, ACT/ACT), THEN 3MO EURIBOR + 165BP (QTLY, ACT/360). PAYS IN CASH |
| CREDIT AGRICOLE SA |
FR0010291997 |
2016-02-24 |
GBP |
5.136 |
VARIABLE |
1 |
50000 |
94.4 |
95.7 |
5.37% |
CPN=5.136% TO 2/16 (ACT/ACT); THEN 3MO œLIBOR +157.5 BP (ACT/365). PAYS IN CASH |
| CREDIT AGRICOLE SA |
US225313AA37 |
2017-05-31 |
USD |
6.637 |
VARIABLE |
2 |
1000 |
96.5 |
97.3 |
6.82% |
ISS'D UNDER 144A. CPN=6.637% TO 5/17 (S/A, 30/360); THEREAFTER 3MO US$LIBOR +123.25BP(QRTRLY, ACT/360). CALL @MAKE WHOLE+ 50BP. PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010036087 |
2015-12-24 |
EUR |
5.000 |
VARIABLE |
4 |
1 |
85 |
85.6 |
1.46% |
CPN RATE=5% TO 12/24/15; THEREAFTER INTERPOL OAT 12YR YLD +75BP. RESETS EVERY 12 YRS AT THIS RATE. CALL ON CPN RESET DATES EVERY 12YRS FROM 12/24/15. |
| CREDIT AGRICOLE SA |
FR0010533554 |
2013-10-19 |
USD |
7.375 |
FIXED |
2 |
2000 |
100.7 |
101 |
7.30% |
NON-CUMULATIVE. PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010575654 |
2020-01-30 |
GBP |
7.589 |
VARIABLE |
1 |
50000 |
101.5 |
103.3 |
7.35% |
CPN=7.589% TO 01/20 (ANLY, ACT/ACT, FOLLOW ADJ); THEN 3MO œLIBOR + 355BP (QTLY, ACT/365, MOD FOLLOW ADJ). PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010814434 |
2019-10-26 |
EUR |
7.875 |
VARIABLE |
1 |
50000 |
110.7 |
111.9 |
7.04% |
CPN 7.875 TO 10/19 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +642.4BP (QRLTY, ACT/360).ISS'R OPTION TO DEFER CPN PMTS. ALSO LISTED ON STUTTGART. PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010814418 |
2019-10-26 |
GBP |
8.125 |
VARIABLE |
1 |
50000 |
106.5 |
107.9 |
7.53% |
CPN=8.125% (ANLY, ACT/ACT) TO 10/19. THEN CPN=3MO GBP LIBOR + 646.79BP (QTLY, ACT/360). PAYS IN CASH. |
| CREDIT AGRICOLE SA |
USF22797FK97 |
2019-10-13 |
USD |
8.375 |
VARIABLE |
2 |
1000 |
112.5 |
113.1 |
7.40% |
CPN=8.375% TO 10/19 (S/A,ISMA-30/360);THEN 3MO US$LIBOR +698.2BP(QTLY, ACT/360). |
| CREDIT AGRICOLE SA |
FR0010603159 |
2018-03-31 |
EUR |
8.200 |
VARIABLE |
1 |
50000 |
112 |
113.3 |
7.24% |
CPN= 8.20% (ANNLY, ACT/ACT) TO 03/18; THEN 3MO EURIBOR +480 BP (QRTLY, ACT/360).PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010670422 |
2018-09-30 |
EUR |
10.653 |
VARIABLE |
1 |
50000 |
126.3 |
126.9 |
8.39% |
CPN=10.653% TO 09/30/18 (ANNLY ACT/ACT); THEREAFTER 3MO EURIBOR +680BP QTRLY (ACT/360). PAYS IN CASH. |
| CREDIT AGRICOLE SA |
FR0010772244 |
2014-12-26 |
USD |
9.750 |
FIXED |
2 |
2000 |
107.8 |
108.2 |
9.01% |
PROV CALL. PAYS IN CASH. |
| CREDIT AGRICOLE SA |
USF22797FJ25 |
2017-05-31 |
USD |
6.637 |
VARIABLE |
2 |
1000 |
96.5 |
97.3 |
6.82% |
CPN=6.637% TO 5/17 (S/A, 30/360); THEREAFTER 3MO US$LIBOR +123.25BP (QRTRLY, ACT/360). CALL @MAKE WHOLE+ 50BP. PAYS IN CASH. |
| CREDIT AGRICOLE SA |
US225313AB10 |
2019-10-13 |
USD |
8.375 |
VARIABLE |
2 |
1000 |
112.5 |
113.2 |
7.40% |
ISS'D UNDER 144A.CPN=8.375% TO 10/19(S/A,30/360); THEN 3MO US$LIBOR +698.2BP (QTL-ACT/360). PAYS IN CASH. |
| CREDIT SUISSE GUERNSEY |
XS0394946809 |
2013-10-23 |
USD |
11.000 |
FIXED |
1 |
2000 |
104 |
104 |
10.58% |
SERIES 18. TRANCHE 1. PAYS IN CASH. |
| CREDIT SUISSE GUERNSEY |
US2254482084 |
|
USD |
7.900 |
FIXED |
4 |
25 |
25.1 |
25.1 |
7.87% |
GREENSHOE=5MM ON 4/1/08. |
| CREDIT SUISSE GUERNSEY |
US225448AA76 |
2017-05-15 |
USD |
5.860 |
VARIABLE |
2 |
2000 |
104.5 |
104.5 |
5.61% |
CPN RT=5.86% TO 5/17 (S/A 30/360). THEN 3MO US$ LIBOR + 169BP (QTRLY ACT/360). PROV CALL. PAYS IN CASH. |
| CULLEN/FROST CAP TR II |
US230000AB75 |
2013-06-10 |
USD |
1.837 |
FLOATING |
4 |
1000 |
85.8 |
85.8 |
2.14% |
ISS'D IN EXCH OF 144A SEC. CPN RATE=3MO US$LIBOR +155BP. ISSUER OPT TO DEFER INT UP TO 20 CONSECUTIVE PAY PERIODS. PAYS IN CASH. |
| DAH SING BANK LTD |
XS0287630932 |
2017-02-17 |
USD |
6.253 |
VARIABLE |
2 |
100000 |
103.5 |
104.8 |
5.97% |
CPN=6.253% (S/A, ISMA 30/360, MOD FOLLOW UNADJ) TO 02/17; THEN 3MO US$LIBOR + 190BP (QRTLY, ACT/360, MOD FOLLOW UNADJ). LONG 1ST CPN. UPPER TIER 2 CAPITAL. |
| DANSKE BANK A/S |
XS0336634711 |
|
EUR |
6.000 |
VARIABLE |
1 |
1000 |
100 |
100.6 |
5.96% |
CPN=6% TO 3/13 (ANNLY, ACT/ACT); THEN 3MO EURIBOR+ 295BP (ACT/360, QRTLY). LONG 1ST CPN. SERIES 306, TRANCHE 1. |
| DANSKE BANK A/S |
XS0170248503 |
2013-06-20 |
EUR |
4.250 |
VARIABLE |
1 |
10000 |
100.1 |
101 |
4.21% |
CPN RATE=4.25% TO 06/13 (ACT/ACT) ; THEREAFTER 3MO EURIBOR +205BP (ACT/360). SERIES 66. TRANCHE 1. NON-CUMULATIVE IN CASE OF CPN DEFERRAL . |
| DANSKE BANK A/S |
XS0214318007 |
2015-03-16 |
EUR |
4.100 |
VARIABLE |
1 |
1000 |
103.6 |
104.7 |
3.92% |
CPN RATE=4.10% TO 3/15 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +181BP QTRLY (ACT/360). SERIES 111. TRANCHE 1. |
| DANSKE BANK A/S |
XS0176929684 |
2018-09-29 |
GBP |
5.375 |
VARIABLE |
1 |
1000 |
102.9 |
104.9 |
5.12% |
CPN=5.375% TO 9/18 ANNLY (ACT/ACT); THEREAFTER 3MO œLIBOR +194 BP (ACT/365). SERIES 73. TRANCHE 1. |
| DANSKE BANK A/S |
XS0287195233 |
2017-05-15 |
EUR |
4.878 |
VARIABLE |
1 |
1000 |
100.5 |
101.6 |
4.80% |
CPN= 4.878% TO 5/15/17 (ANNLY,ACT/ACT); THEN 3MO EURIBOR +162BP (QRTLY, ACT/360)LONG 1ST CPN. SERIES 235. PAYS IN CASH. |
| DANSKE BANK A/S |
US236363AA58 |
2014-06-16 |
USD |
5.914 |
VARIABLE |
2 |
1000 |
101.6 |
102.7 |
5.76% |
CPN RATE=5,914% TO 6/14 S/A (30/360); THEREAFTER 3MO US$LIBOR +166BP QTRLY (ACT/360). ISS'D UNDER 144A. LONG 1ST CPN. PAYS IN CASH. |
| DANSKE BANK A/S |
XS0279056419 |
2017-02-15 |
GBP |
5.684 |
VARIABLE |
1 |
1000 |
99.1 |
100.4 |
5.66% |
CPN=5.6838% TO 02/17 ACT/ACT (ANNLY), THEN 3MO œLIBOR + 170BP ACT/365 (QTRLY). SHORT 1ST CPN. PAYS IN CASH. |
| DANSKE BANK A/S |
XS0214342569 |
2017-03-16 |
GBP |
5.563 |
VARIABLE |
1 |
1000 |
97.6 |
99.1 |
5.61% |
CPN RATE=5.563% TO 3/17 (ANNLY); THEREAFTER 3MO œLIBOR +144BP (QTRLY). SERIES 110. TRANCHE 1. PAYS IN CASH |
| DB CAPITAL FUNDING VIII |
US25153U2042 |
2013-07-18 |
USD |
6.375 |
FIXED |
4 |
25 |
25.4 |
25.4 |
6.27% |
#N/A Field Not Applicable |
| DB CAPITAL FUNDING X |
US25154D1028 |
2013-06-15 |
USD |
7.350 |
FIXED |
4 |
25 |
26 |
26.1 |
7.04% |
GREENSHOE=4.2MM SHARES. FULLGREENSHOE EXERCISED 11/15/07. |
| DB CAPITAL FUNDING XI |
DE000A1ALVC5 |
2015-03-31 |
EUR |
9.500 |
FIXED |
1 |
1000 |
110.5 |
111.4 |
8.53% |
PAYS IN CASH. |
| DB CONT CAP TRST II |
US25153X2080 |
2017-05-23 |
USD |
6.550 |
FIXED |
4 |
25 |
27.2 |
27.3 |
6.00% |
#N/A Field Not Applicable |
| DB CONT CAP TRUST III |
US25154A1088 |
2018-02-20 |
USD |
7.600 |
FIXED |
4 |
25 |
28.4 |
28.4 |
6.69% |
CUMULATIVE UNLESS & UNTIL DEUTSCHE BANK AG ELECTS TO QUALIFY THE TRUST PFD SECS AS TIER 1 REGULATORY CAPITAL; NONCUMULATIVE THEREAFTER. GREENSHOE=10.5MM SHRS. |
| DB CONT CAP TRUST IV |
DE000A0TU305 |
2018-05-15 |
EUR |
8.000 |
FIXED |
1 |
1000 |
114.5 |
115.6 |
6.92% |
SUBORDINATED. |
| DB CONT CAPITAL TRUST V |
US25150L1089 |
2018-06-30 |
USD |
8.050 |
FIXED |
4 |
25 |
29.3 |
29.4 |
6.85% |
CUMULATIVE & NON-CUMULATIVE TRUST PFD SECS. GREENSHOE=6,600,000 EFF 5/9/08 |
| DBS CAPITAL FUNDING II |
SG7R06940349 |
2018-06-15 |
SGD |
5.750 |
VARIABLE |
2 |
250000 |
109.1 |
109.7 |
5.24% |
NON-CUM GTD PREF SHRS. PAYS IN BOTH CASH & DIVIDENDS. |
| DEPFA FUNDING II LP |
XS0178243332 |
2013-10-30 |
EUR |
6.500 |
FLAT TRADING |
1 |
1000 |
39.8 |
40.8 |
15.93% |
ORIG ISS AMT:?300MM. ADD'L ?100MM ISS'D 2/04 @103.25%. NON-CUM PERP PFD SECS. CPN DUE 10/30/2009 10/30/10 ,10/30/11, 10/30/12 NOT PAID. |
| DEPFA FUNDING III LP |
DE000A0E5U85 |
2014-06-08 |
EUR |
1.815 |
VARIABLE |
1 |
1000 |
34.5 |
35.8 |
5.07% |
CPN=7% TO 06/08; THEN 10YR ?CMS +10BP. MAX CPN=8%. NON-CUM PERP PFD SECS. NO CPN PAYMENT ON 6/8/11. PAYS IN CASH. ISSUE CURRENTLY TRADING FLAT. |
| DEPFA FUNDING IV LP |
XS0291655727 |
2017-03-21 |
EUR |
5.029 |
VARIABLE |
1 |
1000 |
39.8 |
41.6 |
12.09% |
CPN=5.029%(ANNLY, ACT/ACT, MOD FOLLOW UNADJ) TO 03/17; THEN 3MO EURIBOR + 187BP (QTRLY ACT/360, MOD FOLLOW ADJ).CPN 3/10,3/11,03/12,3/13 NOT MADE. PAYS IN CASH. |
| DEUTSCHE BK CAP FDG TR I |
USU2492SAA43 |
2013-06-30 |
USD |
3.254 |
VARIABLE |
4 |
1000 |
87.5 |
89.8 |
3.62% |
CPN=7.872% TO 6/09 S/A (30/360);THEN 3MO US$LIBOR +297BP QTRLY (ACT/360).NON-CUMPFD SECS. SUPPORT UNDERTAKING BY DEUTSCHE BANK AG. SHORT 1ST CPN. PAYS IN CASH |
| DEUTSCHE BK CAP FNDG TST |
DE000A0DTY34 |
2014-01-28 |
EUR |
4.692 |
VARIABLE |
1 |
1000 |
83.3 |
84 |
5.59% |
CPN RATE=6% TO 1/10; THEREAFTER 4 * (?CMS 10YR - ?CMS 2YR). MIN CPN=3.5%. MAX CPN=10%. NON-CUM PFD SECS. PAYMENTS IN CASH. |
| DEUTSCHE BK CAP FNDG TST |
US25153RAA05 |
2016-01-19 |
USD |
5.628 |
VARIABLE |
2 |
1000 |
98.9 |
99.8 |
5.64% |
CPN=5.628% TO 1/19/16 (S/A) IF NOT CALLED; THEN 3MO US$LIBOR +170BP. ISS'D UNDER 144A. PAYS IN CASH |
| DEUTSCHE BK CAP FUND IX |
US25153Y2063 |
2013-08-20 |
USD |
6.625 |
FIXED |
4 |
25 |
25.8 |
25.8 |
6.42% |
GREENSHOE=6MM SHARES EXERCISED 7/19/07. |
| DB CAP FIN TRUST I |
DE000A0E5JD4 |
2015-06-27 |
EUR |
1.920 |
VARIABLE |
1 |
1000 |
55.1 |
56.6 |
3.39% |
CPN=7% TO 6/10; THEN 10 * (10YR ?CMS - 2YR ?CMS). MIN CPN=1.75%. MAX CPN=10YR ?CMS. PERP PFD SECS. PAYMENTS IN CASH. |
| DEUTSCHE BOERSE AG |
XS0369549570 |
2013-06-13 |
EUR |
7.500 |
VARIABLE |
1 |
1000 |
100.6 |
100.6 |
7.46% |
CPN=7.5% (ANNLY, ACT/ACT) TO 06/13;THEN EIISDA05 +285BP(ANNLY,ACT/ACT) TO 06/18.THEN 12MO EURIBOR +385BP (ANNLY,ACT/360). RATINGS TRIGGER. PAYS IN CASH. |
| DEUTSCHE BK CAP FD TRUST |
XS0176823424 |
2013-09-19 |
EUR |
5.330 |
VARIABLE |
1 |
1000 |
89.4 |
90.4 |
5.90% |
CPN=5.33% TO 09/13 ANNLY; THEREAFTER 3MO EURIBOR + 199BP QTRLY. ALSO FRANKFURT SE. PAYMENTS IN CASH. |
| DB CAP FUND TRUST V |
DE000A0AA0X5 |
2013-09-02 |
EUR |
6.150 |
FIXED |
4 |
100 |
101.2 |
102.2 |
6.02% |
ALSO AMSTERDAM SE. PERPETUAL NON-CUMULATIVE NON-VOTING TRUST PREFERRED SECURITIES. TIER I. PAYS IN CASH |
| DEUTSCHE POSTBANK FUND I |
DE000A0DEN75 |
2013-12-02 |
EUR |
1.709 |
FLOATING |
2 |
1000 |
54.8 |
56.2 |
3.04% |
CPN=6% TO 12/05 (ANNLY), THEN 10YR ?CMS +2.5BP (S/A). MAX CPN=8%. PREFERRED SECURITIES. PAYS IN CASH |
| DEUTSCHE POSTBANK IV |
XS0307741917 |
2017-06-29 |
EUR |
5.983 |
VARIABLE |
1 |
50000 |
96.7 |
97.9 |
6.11% |
CPN= 5.983% (ANNLY, ACT/ACT)TO 06/17; THEN 3MO EURIBOR +207BP (QRTLY, ACT/360). PAYS IN CASH. |
| DEUTSCHE POSTBK FUND II |
DE000A0DHUM0 |
2013-12-23 |
EUR |
5.076 |
VARIABLE |
1 |
1000 |
84.8 |
85.5 |
5.94% |
NON-CUMULATIVE TRUST PREFERRED SECURITIES. PAYS IN CASH |
| DEUTSCHE POSTBK FUND III |
DE000A0D24Z1 |
2014-06-07 |
EUR |
1.777 |
FLOATING |
1 |
1000 |
54.6 |
56.2 |
3.16% |
CPN RATE= 7% TO 6/08, THEN 10YR ?CMS +12.5 BP. MAX CPN=8%. NON-CUMULATIVE TRUST PREFERRED SECURITIES. PAYS IN CASH |
| DEV BANK PHILIPPINES |
XS0267389384 |
2016-09-15 |
USD |
8.375 |
VARIABLE |
2 |
1000 |
109.9 |
111.4 |
7.52% |
#N/A Field Not Applicable |
| BELFIUS BANK & INSURANCE |
BE0116241358 |
2013-11-18 |
FRF |
2.226 |
FLAT TRADING |
2 |
100000 |
44 |
48 |
4.64% |
CPN RATE=6¬% TO 11/09 ANNLY; THEREAFTER 6MO PIBOR +187BP S/A. 11/09, 05/10, 11/10, 5/11 & 11/11 PAYMENTS HAVE BEEN DEFERRED. PAYS IN CASH. |
| DEXIA CREDIT LOCAL |
FR0010251421 |
2015-11-18 |
EUR |
4.300 |
VARIABLE |
1 |
50000 |
11.4 |
14.4 |
29.86% |
CPN=4.3% TO 11/15 (ANNLY);THEN 3MO EURIBOR + 173BP(QTRLY). NON-CUMULATIVE. CPN PMT FOR 11/18/09, 11/18/10, & 11/18/11 CPN WAIVED. PAYS IN CASH |
| DEXIA FUNDING LUX |
XS0273230572 |
2016-11-02 |
EUR |
4.892 |
VARIABLE |
1 |
1000 |
10 |
20 |
24.46% |
CPN=4.892% TO 11/16 (ANNL ACT/ACT); THEN CPN=3MO EURIBOR +178 BP (QTLY ACT/360).MAKE WHOLE CALL + 50 BPS. PAYS IN CASH. CPNS ON 11/02/09 AND 11/2/12 DEFERRED. |
| DIME COMMUNITY CAPITAL I |
US25433CAC10 |
2013-06-10 |
USD |
7.000 |
FIXED |
4 |
1000 |
100.1 |
100.3 |
6.98% |
ISS'D IN EXCH OF 144A SEC. CO MAY DEFER CASH PYMTS FOR UP TO 20 QTRS. |
| DIME COMMUNITY CAPITAL I |
US25433CAA53 |
2013-06-10 |
USD |
7.000 |
FIXED |
4 |
1000 |
100.1 |
100.3 |
6.98% |
CO MAY DEFER CASH PYMTS FOR UP TO 20 QTRS. ISS'D UNDER 144A W/REG RIGHTS. SHORT 1ST CPN. FOR REG'D SEC- SEE CUSIP# 25433CAC1. SERIES A. PAYS IN DIVIDENDS |
| DNB BANK ASA |
XS0285087358 |
2017-03-29 |
GBP |
6.012 |
VARIABLE |
1 |
1000 |
105.4 |
106.8 |
5.63% |
CPN=6.0116% TO 03/17 ANNLY (ACT/ACT); THEN 3MO œLIBOR + 169.5BP QRTLY (ACT/365).SHORT 1ST CPN. PAYS IN CASH. |
| DOMINION RESOURCES INC |
US25746U6047 |
2014-06-15 |
USD |
8.375 |
FIXED |
4 |
25 |
27.3 |
27.4 |
7.64% |
CPN= 8.375%. CALL @ MAKE-WHOLE +50BPS. SHORT 1ST CPN. MATURITY SUBJECT TO EXTN NO LATER THAN 2079. GREENSHOE: 2.5MM SHRS. AMOUNT EXERC'D 2.4MM. |
| DONG ENERGY A/S |
XS0223249003 |
2015-06-29 |
EUR |
5.500 |
VARIABLE |
1 |
1 |
106.8 |
107.5 |
1.28% |
CPN=5.5% (ACT/ACT) ANNLY TO 06/15; 3MO EURIBOR +320BP TO 6/2505; THEN + 420BP. CALL@ MAKE WHOLE TILL 2014. NOT CALLED.CALL DATE ENTERED FOR CALC PURPOSE |
| DUKE REALTY CORP |
US2644116798 |
|
USD |
8.375 |
FIXED |
4 |
25 |
25.3 |
25.3 |
8.28% |
DEPOSITARY SHARES EACH REPRESENTING 1/10TH OF 8.375% SERIES O CUMULATIVE REDEEMABLE PFD SHARES. GREENSHOE=1,650,000 SHARES. EXCERCISED 1MM SHARES. |
| DZ BANK CAPITAL FUND II |
DE000A0DCXA0 |
2013-08-22 |
EUR |
1.821 |
FLOATING |
4 |
1000 |
56 |
57.7 |
3.16% |
REGISTERED NON-CUM TRUST PREFERRED SEC. TIER I PERPETUAL. PAYS IN DIVIDENDS |
| DZ BANK CAPITAL FUND III |
DE000A0DZTE1 |
2013-09-06 |
EUR |
1.702 |
FLOATING |
4 |
1000 |
53.5 |
56.5 |
3.01% |
TIER 1 ANLEIHE. NON-CUMULATIVE TRUST PREFERRED SECURITY. |
| DZ BANK CAPITAL FUNDING |
DE0009078337 |
2013-08-11 |
EUR |
2.703 |
FLOATING |
4 |
1000 |
71.5 |
73.5 |
3.68% |
CPN=3MO EURIBOR + 250BP. LONG 1ST CPN. REGISTERED NON-CUM TRUST PREFFERED SEC. |
| ERB HELLAS FUNDING LTD |
XS0232848399 |
2015-11-02 |
EUR |
4.565 |
VARIABLE |
1 |
1000 |
25 |
35 |
13.04% |
CPN=4.565% TO 11/15 (ACT/ACT, ANNLY); THEN 3MO EURIBOR + 222BP (ACT/360, QTRLY) NON-CUM PREF SEC. SERIES B. PAYS IN DIVIDENDS |
| ERB HELLAS FUNDING LTD |
DE000A0DZVJ6 |
2014-03-18 |
EUR |
1.888 |
VARIABLE |
1 |
1000 |
15 |
45 |
4.20% |
CPN=6.75% TO 03/07; THEREAFTER 10YR ?CMS +12.5BP. MAX CPN=8%. SERIES A. NON-CUM PREF SHRS. PROV CALL. PAYS IN DIVIDENDS |
| ERB HELLAS FUNDING LTD |
XS0234821345 |
2013-07-09 |
EUR |
6.000 |
FIXED |
4 |
1000 |
20 |
40 |
15.00% |
LONG 1ST CPN.PAYS IN DIVIDENDS. |
| ERB HELLAS FUNDING LTD |
XS0440371903 |
2014-10-29 |
EUR |
8.250 |
FIXED |
4 |
50000 |
27.9 |
32.1 |
25.70% |
#N/A Field Not Applicable |
| EFG INTERNATIONAL AG |
XS0204324890 |
2013-11-10 |
EUR |
1.815 |
VARIABLE |
2 |
1000 |
50 |
59 |
3.08% |
CPN RATE=6.5% TO 11/05 (ANNLY); THEN 10YR CMS +25BP (S/A). MAX CPN=8%. LOANS PARTICIPATION/CLASS B SHRS ISS'D ON A FIDUCIARY BASIS BY BANQUE DE LUXEMBOURG. |
| EI DU PONT DE NEMOUR & C |
US2635343070 |
2013-07-08 |
USD |
4.500 |
FIXED |
4 |
100 |
105.8 |
106.5 |
4.23% |
O/S: 12/31/99. |
| ELM BV (SWISS LIFE) |
XS0295383524 |
2017-04-12 |
EUR |
5.849 |
VARIABLE |
1 |
50000 |
101.8 |
102.7 |
5.70% |
CPN=5.849% TO 04/12/17 (ACT/ACT); THEREAFTER 3MO EURIBOR +250BP (ACT/360). SEC'D BY SWISS LIFE LOAN NOTES. SERIES 100. PAYS IN CASH. |
| ELM BV (SWISS REIN CO) |
XS0253627136 |
2016-05-25 |
EUR |
5.252 |
VARIABLE |
2 |
50000 |
103.9 |
104.8 |
5.01% |
CPN=5.252%TO 5/16;THEN 6MO EURIBOR +209BP. ISDA ACT/ACT. |
| ELM BV (SWISS REIN CO) |
XS0293392105 |
2019-05-25 |
GBP |
6.302 |
VARIABLE |
2 |
50000 |
107.2 |
108.5 |
5.81% |
CPN=6.3024% to 05/19 (ACT/ACT); THEN 6MO œLIBOR +212BP (ACT/365). SPLIT ACCRUAL.LONG 1ST CPN. PAYS IN CASH. |
| ENDURANCE SPECIALTY HLDG |
US29267H2085 |
2015-12-15 |
USD |
7.750 |
FIXED |
4 |
25 |
28.1 |
28.1 |
6.90% |
QDI ELIGIBLE. |
| ENTERGY TEXAS INC |
US29365T2033 |
2014-06-01 |
USD |
7.875 |
FIXED |
4 |
25 |
27.2 |
27.2 |
7.24% |
#N/A Field Not Applicable |
| EQUITY RESIDENTIAL PROPS |
US29476L7846 |
|
USD |
6.480 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.45% |
DEP SHR REPR 1/10 SHR OF PFD SHR. DELISTED OTC AND LISTED NYSE EFF 06/25/03 |
| ERSTE FINANCE (JERSEY) 4 |
XS0188305741 |
2013-06-24 |
EUR |
1.797 |
FLOATING |
4 |
1000 |
52.6 |
54.7 |
3.29% |
CPN=?CMS10 +10BP. MAX CPN=9%. NON-CUM PREF SHRS. SERIES H. |
| ERSTE FINANCE (JERSEY) 6 |
XS0215338152 |
2013-09-23 |
EUR |
5.250 |
FIXED |
1 |
1000 |
81.8 |
84 |
6.25% |
NON CUMULATIVE, NON VOTING PREF SHRS. SHORT 1ST CPN. SERIES J. |
| ESFG INTERNATIONAL LTD |
XS0303426661 |
2017-06-06 |
EUR |
5.753 |
VARIABLE |
1 |
50000 |
57.8 |
59.7 |
9.64% |
CPN=5.753% TO 06/17, THEN 3MO EURIBOR +213BP (QTLY, ACT/360). PAYS IN CASH. |
| ACHMEA BV |
NL0000117224 |
2015-06-24 |
EUR |
5.125 |
VARIABLE |
1 |
10000 |
100.2 |
101.2 |
5.06% |
CPN=5.125% TO 6/15 ANNLY(ACT/ACT); THEREAFTER 3MO EURIBOR +280BP QRTLY (ACT/360)PAYS IN CASH |
| ACHMEA BV |
NL0000168714 |
2013-11-01 |
EUR |
6.000 |
FIXED |
1 |
1000 |
99.4 |
101.5 |
5.91% |
SERIES 1. PAYS IN CASH. |
| ACHMEA BV |
XS0362173246 |
2013-05-23 |
EUR |
8.375 |
FIXED |
1 |
1000 |
100.2 |
100.4 |
8.34% |
#N/A Field Not Applicable |
| EUROCLEAR FINANCE 2 SA |
XS0219847364 |
2015-06-15 |
EUR |
4.235 |
VARIABLE |
1 |
50000 |
98 |
99.5 |
4.26% |
CPN=4.235% TO 6/15 ANNLY (ACT/ACT);THEN 3MO EURIBOR +183BP QTRLY (ACT/360). LONG 1ST CPN. PAYS IN CASH |
| EUROHYPO CAP FUND TRUSII |
DE000A0DZJZ7 |
2014-03-08 |
EUR |
1.848 |
VARIABLE |
1 |
1000 |
48.5 |
50 |
3.70% |
CPN=6.75% TO 3/07; THEN 10YR ?CMS +10BP. MAX CPN=8%. NON-CUM PFD. |
| EUROHYPO CAP FUND TRUST1 |
XS0169058012 |
2013-08-23 |
EUR |
6.445 |
VARIABLE |
1 |
1000 |
73 |
74.8 |
8.62% |
CPN=6.445% TO 05/13 (ACT/ACT) ANNLY; THEREAFTER 3MO EURIBOR +367BP (ACT/360) QTRLY. NON-CUM PFD. PAYS IN DIVIDENDS. CPN AMENDED TO 0% AS OF 5/23/11. |
| EVEREST RE CAP TRUST II |
US29980R2022 |
2013-05-24 |
USD |
6.200 |
FIXED |
4 |
25 |
25.2 |
25.2 |
6.15% |
CO MAY DEFER CASH PYMT FOR UP TO 20 QTRS |
| F VAN LANSCHOT BANKIERS |
NL0000117745 |
2015-12-14 |
EUR |
4.855 |
VARIABLE |
1 |
50000 |
75 |
90 |
5.39% |
CPN=4.855% TO 12/15(ANNLY, ACT/ACT); THEN 3MO EURIBOR + 232BP(QTRLY, ACT/360). |
| F VAN LANSCHOT BANKIERS |
NL0000116374 |
2014-10-29 |
EUR |
1.861 |
VARIABLE |
2 |
1000 |
64 |
66 |
2.82% |
VARIABLE CPN BASED ON LINEAR INTERPOLATED YIELD FOR 2 DUTCH STATE LOANS + 0.15% MAX CPN=8%. TIER 1. |
| FIFTH THIRD CAP TR VI |
US31678V2060 |
|
USD |
7.250 |
VARIABLE |
4 |
25 |
25.4 |
25.4 |
7.14% |
CALL @ MAKE-WHOLE +50BP UNTIL 11/12. GRNSH=4.5MM EFF 11/14/07. LONG 1ST CPN. CPN=7.25% TO 11/57; THEN 3MO US$LIBOR + 303BP. ISSR MAY DEFER PYMT UP T0 5 YRS. |
| FIFTH THIRD CAP TRUST V |
US31678W2044 |
|
USD |
7.250 |
VARIABLE |
4 |
25 |
25.5 |
25.5 |
7.11% |
DVD RT=7.25% TO 8/15/57; THEREAFTER 3MO US$LIBOR +257 BP. LONG 1ST CPN. CALL @ MW +50BP TIL 8/15/12. OVERALLOTMENT OPTION=3MM EFF 8/16/07. |
| BNP PARIBAS FORTIS SA |
BE0119806116 |
2014-10-27 |
EUR |
4.625 |
VARIABLE |
1 |
50000 |
99 |
99.8 |
4.63% |
CPN=4.625% TO 10/14 (ACT/ACT); THEN 3MO EURIBOR +170BP (ACT/360). PAYS IN CASH. |
| FPL GROUP CAP TRUST I |
US30257V2079 |
2013-06-10 |
USD |
5.875 |
FIXED |
4 |
25 |
26.3 |
26.3 |
5.58% |
CO MAY DEFER CASH PYMTS FOR UP TO 20 QTRS. LIMITED GUARANTEE |
| FRIENDS LIFE GROUP PLC |
XS0181161380 |
2019-11-21 |
GBP |
6.875 |
VARIABLE |
2 |
1000 |
99.5 |
100.8 |
6.82% |
CPN RATE=6.875% TO 11/19; THEREAFTER S/A 5YR UKT + 297BP. ISSUER'S OPT TO DEFER CPN PAYMENTS. CUMULATIVE CAP SECS. PAYS IN DIVIDENDS |
| FRIENDS LIFE GROUP PLC |
XS0222395468 |
2015-07-01 |
GBP |
6.292 |
VARIABLE |
1 |
1000 |
99.3 |
101.1 |
6.22% |
CPN RATE=6.292% TO 6/30/15; THEN PAYS ANNUALLY ON JULY 1ST, 5YR UKT +278BP. LONG LST CPN. ISSUR'S OPT TO DEFER CPN PMTS. CUMULATIVE CAP SECS. PAYS IN CASH. |
| FRIESLAND BANK |
Nl0000116457 |
2014-12-03 |
EUR |
1.907 |
VARIABLE |
4 |
100 |
75.4 |
77.9 |
2.45% |
CPN RATE=10YR DSL +12.5BP. MAX CPN=8%. |
| FUERSTENBERG CAPITAL |
XS0456513711 |
2015-06-30 |
USD |
10.250 |
VARIABLE |
1 |
1000 |
102.8 |
104 |
9.86% |
CPN RATE=10.25% (ANN) TO 06/20; THEREAFTER +896BP OVER CT5. PAYS IN CASH. |
| FUERSTENBG CAP II GMBH |
DE000A0EUBN9 |
2013-06-30 |
EUR |
5.625 |
FIXED |
1 |
1000 |
73.5 |
75.4 |
7.46% |
CPN & CAP PYMT LINKED TO PERFOR OF NORD/LB SILENT. LONG 1ST CPN. |
| FULTON CAPITAL TRUST I |
US360008AA40 |
|
USD |
6.290 |
FIXED |
2 |
1000 |
102.9 |
102.9 |
6.11% |
LONG 1ST CPN. PAYS IN CASH |
| FURSTENBERG CAPITAL |
XS0216072230 |
2015-06-30 |
EUR |
5.344 |
VARIABLE |
1 |
1000 |
60 |
62 |
8.62% |
CPN=5.344% TO 06/15 (ACT/ACT);THEREAFTER 12MO EURIBOR +150BP (ACT/360). LONG 1ST CPN.CPN&CAP PMT LINKED TO PERFOR OF NORD/LB SILENT |
| GENERAL ELEC CAP CORP |
US3696224449 |
2013-08-15 |
USD |
6.500 |
FIXED |
4 |
25 |
26.5 |
26.6 |
6.11% |
INTERNOTES. BABY BONDS. LONG 1ST CPN. |
| GENERAL ELEC CAP CORP |
XS0319639232 |
2017-09-15 |
EUR |
5.500 |
VARIABLE |
1 |
1000 |
105.9 |
106.6 |
5.16% |
CPN=5.5% TO 09/17 (ACT/ACT ANNLY); THEN 3MO EURIBOR + 200BP (ACT/360 QTLY). LONG 1ST CPN. |
| GENERALI FINANCE BV |
XS0256975888 |
2016-06-16 |
GBP |
6.214 |
VARIABLE |
1 |
50000 |
94.2 |
95.1 |
6.53% |
CPN=6.214% ANNLY (ACT/ACT) TO 06/16, THEN 3MO œLIBOR +208BP QTLY (ACT/360). PAYS IN CASH |
| GENERALI FINANCE BV |
XS0283629946 |
2017-02-08 |
EUR |
5.479 |
VARIABLE |
1 |
50000 |
95.3 |
96.3 |
5.69% |
CPN=5.479% TO 02/17 (ANNLY, ACT/ACT); THEN 3MO EURIBOR + 214BP (QRTLY, ACT/360).PAYS IN CASH. |
| GENERALI FINANCE BV |
XS0256975458 |
2016-06-16 |
EUR |
5.317 |
VARIABLE |
1 |
50000 |
95.5 |
96.3 |
5.52% |
CPN=5.317% TO 06/16; THEREAFTER 3MO EURIBOR +210BP. PAYS IN CASH |
| GENL ELEC CAPITAL CORP |
US3696225198 |
|
USD |
6.100 |
FIXED |
4 |
25 |
24.8 |
24.8 |
6.15% |
PINES (PUBLIC INCOME NOTES). SR. UNSEC'D. DELISTED OTC AND LISTED NYSE EFF 12/11/02 |
| GFW CAPITAL GMBH |
XS0237509293 |
2016-06-30 |
EUR |
6.000 |
FIXED |
1 |
1000 |
84 |
87.8 |
6.83% |
SHORT 1ST CPN. CPN & CAP PMT LINKED TO PERFORMANCE OF MUENCHNER HYPOTHEKENBANK SILENT. TIER I. PAYS IN CASH |
| GOL FINANCE |
USG3980PAA33 |
2013-07-05 |
USD |
8.750 |
FIXED |
4 |
1000 |
74 |
74 |
11.82% |
GTD BY GOL LINHAS AEREOS INTELIGENTES SA & GOL TRANSPORTES AEREOS SA. IF CALLED IN PART $150MM MUST REMAIN OUTSTANDING. |
| GOLDMAN SACHS GROUP INC |
US38144X5005 |
2013-06-10 |
USD |
6.200 |
FIXED |
4 |
25 |
25.6 |
25.6 |
6.05% |
#N/A Field Not Applicable |
| GOLDMAN SACHS GROUP INC |
US38144G8042 |
2013-06-10 |
USD |
4.000 |
FLOATING |
4 |
25 |
23.8 |
23.8 |
4.20% |
CPN RATE= 3MO US$LIBOR+67BP. 1ST RATE=5.8775%. MIN CPN=4%. SERIES D. DEP SHR REPR 1/1000 SHR PFD. |
| GOLDMAN SACHS GROUP INC |
US38143Y6656 |
2013-06-10 |
USD |
3.750 |
FLOATING |
4 |
25 |
23.4 |
23.4 |
4.01% |
CPN RATE= 3MO US$LIBOR+75BP. MIN CPN=3.75%. |
| GROUPAMA SA |
FR0010815464 |
2019-10-27 |
EUR |
7.875 |
VARIABLE |
1 |
50000 |
97.8 |
98.9 |
7.96% |
CPN=7.875% TO 10/19 (ANN, ACT/ACT); THEREAFTER 3MO EURIBOR +536BP (QTR,ACT/ACT). |
| GROUPAMA SA |
FR0010208751 |
2015-07-06 |
EUR |
4.375 |
VARIABLE |
1 |
50000 |
80.3 |
81.7 |
5.35% |
CPN RATE=4.375% TO 07/15 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +225BP QTRLY (ACT/360). PAYS IN CASH |
| GROUPAMA SA |
FR0010533414 |
2017-10-22 |
EUR |
6.298 |
VARIABLE |
1 |
50000 |
75.5 |
76.7 |
8.21% |
CPN=6.298% TO 10/17 (ANNLY ACT/ACT); THEN CPN=3MO EURIBOR +260BP (QTLY ACT/360).CPN DUE 10/22/12 NOT PAID. INTEREST ACCRUED RESUMED SINCE 10/22/2012. |
| BPCE SA |
FR0010814558 |
2015-04-22 |
EUR |
9.250 |
FIXED |
1 |
1000 |
106.7 |
107.6 |
8.60% |
NON-CUMULATIVE PERPETUAL PREFERRED SEC. SHORT 1ST CPN. PAYS IN CASH. |
| BPCE SA |
FR0010117366 |
2015-07-30 |
EUR |
4.625 |
VARIABLE |
1 |
1000 |
95.9 |
97.3 |
4.75% |
CPN RT=4.625% TO 7/15 ANNLY (ACT/ACT); THEN 3MO EURIBOR +153BP QTRLY (ACT/360). SHORT 1ST CPN. SERIES 246, TRANCHE 1. PAYS IN CASH. |
| BPCE SA |
FR0010279273 |
2016-02-01 |
EUR |
4.750 |
VARIABLE |
1 |
50000 |
89.4 |
90.8 |
5.23% |
CPN=4.75% TO 2/16 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +135BP QTRLY (ACT/360)PAYS IN CASH |
| BPCE SA |
FR0010031138 |
2014-07-30 |
EUR |
5.250 |
VARIABLE |
1 |
1000 |
98.4 |
99.5 |
5.28% |
CPN=5.25% TO 7/14 ANNLY [ACT/ACT]; THEN 3MO EURIBOR +184BP [ACT/360]. SHORT 1ST CPN. TIER 1. BOOK ENTRY. PAYS IN CASH |
| BPCE SA |
FR0010535971 |
2017-10-30 |
EUR |
6.117 |
VARIABLE |
1 |
50000 |
96.7 |
98.1 |
6.24% |
CPN=6.117% TO 10/2017 (ANNLY ACT/ACT); THEN 3MO EURIBOR+237BP (QTLY ACT/360). PAYS IN CASH. |
| BPCE SA |
FR0010279208 |
2013-07-27 |
USD |
6.750 |
FIXED |
4 |
2000 |
99.5 |
100.1 |
6.74% |
PAYS IN CASH |
| GRUMA SAB DE CV |
USP4948KAC91 |
2013-06-10 |
USD |
7.750 |
FIXED |
4 |
1000 |
102 |
102 |
7.60% |
#N/A Field Not Applicable |
| HANNOVER FINANCE SA |
XS0221011454 |
2015-06-01 |
EUR |
5.000 |
VARIABLE |
1 |
1000 |
103.1 |
104.1 |
4.80% |
CPN=5% TO 06/15 ANNLY (ACT/ACT); THEN 3MO EURIBOR +268BP QTRLY (ACT/360). PAYS IN CASH |
| HANNOVER FINANCE SA |
XS0541620901 |
2020-09-14 |
EUR |
5.750 |
VARIABLE |
1 |
50000 |
117.5 |
118.5 |
4.85% |
CPN=5.75% TO 09/20. THEN CPN=3MO EURIBOR + 423.5BP (ACT/360). |
| HBOS CAPITAL FUNDING LP |
XS0353590366 |
2018-03-19 |
GBP |
9.540 |
VARIABLE |
2 |
1000 |
105.1 |
107.5 |
8.87% |
CPN= 9.54% (S/A, ACT/ACT) TO 03/18; THEN 3MO GBœLIBOR +675 BP (QRTLY, ACT/ACT) AFFECTED BY DIVIDEND AND COUPON RESTRICTIONS. SEE SEC SPEC NEWS. PAYS IN DVDS. |
| HBOS CAPITAL FUNDING LP |
XS0139175821 |
2018-11-30 |
GBP |
6.461 |
VARIABLE |
2 |
1000 |
98.3 |
99.8 |
6.47% |
CPN RATE=6.461% TO 11/18; THEREAFTER S/A RESET ON EACH CALL DATE TO 285 BPS OVERPREVAILING 5YR GILT. LONG 1ST CPN. ACT/ACT. PAYS IN DIVIDENDS |
| HBOS CAPITAL FUNDING LP |
XS0255242769 |
2016-05-23 |
EUR |
4.939 |
VARIABLE |
1 |
1000 |
73.9 |
76.5 |
6.46% |
CPN=4.939% TO 5/16 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +173BP (QRTLY, ACT/360) AFFECTED BY DIVIDEND AND COUPON RESTRICTIONS. SEE SEC SPEC NEWS.PAYS IN CASH |
| HBOS PLC |
XS0188201619 |
2014-03-13 |
EUR |
0.801 |
FLOATING |
4 |
1000 |
69.9 |
73.9 |
1.08% |
CPN=3MO EURIBOR +60BP TO 3/14; T/AFTER 3MO EURIBOR +160BP IF NOT CALLED. UPPER TIER II.AFFECTED BY DIVID AND CPN RESTRICTIONS. SEE SEC SPEC NEWS. PAYS IN CASH |
| HDI-GERLING IND VERS AG |
XS0198106238 |
2014-08-12 |
EUR |
7.000 |
VARIABLE |
1 |
1000 |
105.8 |
106.7 |
6.56% |
CPN RATE=7% TO 8/14 ACT/ACT (ANNLY); THEREAFTER 3MO EURIBOR +375B ACT/360 (QRTLY). |
| HDI-GERLING LEBENSVERSIC |
XS0223589440 |
2015-06-30 |
EUR |
6.750 |
VARIABLE |
1 |
1000 |
106 |
107.4 |
6.28% |
CPN=6.75% TO 6/15 ACT/ACT (ANNLY); THEREAFTER 3MO EURIBOR +455BP (ACT/360) QRTLYISSUER'S OPT TO DEFER INT PAYMENT. PAYS IN CASH |
| HENKEL AG & CO KGAA |
XS0234434222 |
2015-11-25 |
EUR |
5.375 |
VARIABLE |
1 |
1000 |
108.8 |
109.2 |
4.92% |
CPN=5.375% TO 11/15;THEN 3MO EURIBOR + 285BP. PAYS IN CASH |
| HOSPITALITY PROP TRUST |
US44106M5085 |
2013-06-10 |
USD |
7.000 |
FIXED |
4 |
25 |
25.4 |
25.5 |
6.86% |
GREENSHOE EFF 2/26/07. |
| HSBC BANK FUNDING STER |
XS0189704140 |
2020-04-07 |
GBP |
5.862 |
VARIABLE |
1 |
1000 |
102.8 |
104.5 |
5.61% |
CPN=5.862% TO 4/20; THEN 6MO œLIBOR +185BP IF NOT CALLED. TIER 1 CAPITAL. SUB. PAYS IN DIVIDENDS |
| HSBC BANK FUNDING STER |
XS0179407910 |
2031-11-05 |
GBP |
5.844 |
VARIABLE |
1 |
1000 |
101.8 |
103.2 |
5.66% |
CPN RATE =5.844% TO 11/31; THEN 6MO œLIBOR +176BP. PAYS IN DIVIDENDS |
| HSBC BANK PLC |
GB0005902332 |
2013-06-28 |
USD |
0.750 |
FLOATING |
2 |
10000 |
58.3 |
59.8 |
1.25% |
CPN RATE=6MO $LIBOR +25BP. MIN CPN=5% TO 6/95. |
| HSBC CAPITAL FUNDING LP |
US40429Q2003 |
2013-06-27 |
USD |
4.610 |
VARIABLE |
2 |
1000 |
99.6 |
100.4 |
4.59% |
DIV RATE=4.61% TO 6/13 (30/360) S/A; THEREAFTER 3MO US$ LIBOR +199.5BP (ACT/360)ISS'D UNDER 144A. NON-CUM PREF SECS. NON-VOTING. PAYS IN CASH |
| HSBC CAPITAL FUNDING LP |
USG463802037 |
2013-06-27 |
USD |
4.610 |
VARIABLE |
2 |
1000 |
99.8 |
100.7 |
4.58% |
DIV RATE=4.61% TO 6/13 (30/360) S/A; THEREAFTER 3MO US$ LIBOR +199.5BP (ACT/360)NON-CUM PREF SECS. PAYS IN CASH |
| HSBC CAPITAL FUNDING LP |
XS0178404793 |
2014-03-24 |
EUR |
5.369 |
VARIABLE |
1 |
1000 |
101.3 |
101.9 |
5.27% |
CPN RATE=5.3687% TO 03/14 ANNLY; THEN 3MO EURIBOR +200BP QRTLY. SHORT 1ST CPN. SPLIT ACCRUED CSHF IN 10)ADDITIONAL NOTE PG. PAYS IN DIVIDENDS |
| HSBC CAPITAL FUNDING LP |
XS0188853526 |
2016-03-29 |
EUR |
5.130 |
VARIABLE |
1 |
1000 |
102.6 |
103.5 |
4.96% |
CPN=5.13% TO 3/16 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +190BP QRTLY (ACT/360)PAYS IN DIVIDENDS |
| HSBC CAPITAL FUNDING LP |
USG4637HAB45 |
2030-06-30 |
USD |
10.176 |
VARIABLE |
2 |
1000 |
144.6 |
145.9 |
6.97% |
DIV RATE=10.176% TO 6/30 S/A (ISMA30/360); THEREAFTER 3MO US$LIBOR +498BP QTRLY (ACT/360). NON-CUM PFD SECS. LONG 1ST CPN. SERIES 2. PAYS IN DIVIDENDS |
| HSBC CAPITAL FUNDING LP |
US40427LAB09 |
2030-06-30 |
USD |
10.176 |
VARIABLE |
2 |
1000 |
144.7 |
146.6 |
6.94% |
DIV RT=10.176% TO 6/30 S/A (30/360); THEN 3MO US$LIBOR +498BP QTRLY (ACT/360). ISS'D UNDER 144A. NON-CUM PFD SECS. LONG 1ST CPN. SERIES 2. PAYS IN DIVIDENDS |
| HSBC CAPITAL FUNDING LP |
XS0110560165 |
2015-06-30 |
GBP |
8.208 |
VARIABLE |
1 |
1000 |
111.8 |
113.1 |
7.26% |
CPN=8.208% TO 6/15; THEN 465 BP ANNLY OVER 5-YR UKT THEREAFTER RESET 5-YEARLY. NON-CUM PFD STK. PAYS IN DIVIDENDS |
| HSBC FIN CAP TRUST IX |
US40430LAA70 |
2015-11-30 |
USD |
5.911 |
VARIABLE |
2 |
100000 |
104.8 |
104.8 |
5.64% |
CPN RATE 5.911% TO 11/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +192.6BP (ACT/360QTRLY. LONG 1ST CPN. GTD BY HSBC FINANCE CORP. PAYS IN CASH |
| HSBC FINANCE CORPORATION |
US40429C6075 |
2013-06-10 |
USD |
6.360 |
FIXED |
4 |
25 |
25.7 |
25.8 |
6.16% |
OVER-ALLOTMENT EXERCISED 6/20/05. DEP SHR=1/40 PFD SHR SERIES B. |
| HSBC HOLDINGS PLC |
US4042806046 |
2013-06-10 |
USD |
6.200 |
FIXED |
4 |
25 |
25.7 |
25.7 |
6.03% |
GREENSHOE FOR 5.8MM SHRS EXERCISED 10/3/05. AMERICAN DEPOSITARY SHARES. |
| HSBC HOLDINGS PLC |
US4042807036 |
2013-06-10 |
USD |
8.125 |
FIXED |
4 |
25 |
26.1 |
26.1 |
7.78% |
SUBORDINATED CAPITAL SECURITIES.GREENSHOE=8MM SHRS EFF 4/8/08. |
| HSBC USA CAPITAL TRST II |
USU44279AA29 |
2013-06-10 |
USD |
8.380 |
FIXED |
2 |
1000 |
102 |
102 |
8.22% |
CO MAY DEFER CASH PYMT FOR UP TO 10 PAY PERIODS. CAP SECS. CALL PRX ROUNDED. |
| HSBC USA CAPITAL TRST II |
US40427QAA13 |
2013-06-10 |
USD |
8.380 |
FIXED |
2 |
1000 |
102 |
102 |
8.22% |
CO MAY DEFER CASH PYMT FOR UP TO 10 PAY PERIODS. ISS'D UNDER 144A. CAP SECS. |
| HSBC USA CAPITAL TRUST I |
USU44274AA32 |
2013-06-10 |
USD |
7.808 |
FIXED |
2 |
1000 |
102.3 |
103.3 |
7.56% |
CAP SECS. ISSUE SET UP FOR REGULATION S TRADING. GTD BY HSBC AMERICAS INC. CO MAY DEFER CASH PYMTS FOR UP TO 10 PAY PERIODS. CALL PRX ROUNDED. LONG 1ST CPN. |
| HSBC USA CAPITAL TRUST I |
US40427PAA30 |
2013-06-10 |
USD |
7.808 |
FIXED |
2 |
1000 |
102.3 |
103.3 |
7.56% |
ISS'D UNDER 144A. CAP SECS. CO MAT DEFER CASH PYMTS FOR UP TO 10 PAY PERIODS. CALL PRX ROUNDED. |
| HSBC USA INC |
US40428H8887 |
2013-06-10 |
USD |
4.000 |
FLOATING |
4 |
25 |
24.8 |
24.8 |
4.03% |
CPN RATE=3MO US$LIBOR +75. MIN=4%. |
| HSBC USA INC |
US40428H8622 |
2013-06-10 |
USD |
6.500 |
FIXED |
4 |
25 |
25.9 |
26.2 |
6.20% |
DEP SHR REPR 1/40 SHR PFD. LONG 1ST DIV. SERIES H. |
| HSBC USA INC |
US40428H8051 |
2013-06-10 |
USD |
3.500 |
FLOATING |
4 |
25 |
22.6 |
22.6 |
3.87% |
CPN RATE=3MO US$LIBOR +75BP. MIN CPN=3.5%. |
| HSBC USA INC |
US40428H7061 |
2013-06-10 |
USD |
4.500 |
FLOATING |
4 |
25 |
25.3 |
25.3 |
4.45% |
RESET QTRLY.COLLAR:4.5%-10.5%. DEP SHS REP 1/4 SH SER D PFD STK. INIT DIV: $.16/EFF RATE: 81% OF THE HIGHEST OF TREASURY BILL RATE, 10YR CMT & 30YR CMT. |
| HSBC USA INC |
US40428H2013 |
2013-06-10 |
USD |
2.858 |
FIXED |
4 |
50 |
50.6 |
51.7 |
5.53% |
#N/A Field Not Applicable |
| HSH NORDBANK AG |
XS0221141400 |
2013-06-30 |
USD |
7.250 |
FLAT TRADING |
4 |
1000 |
21.5 |
22.5 |
32.22% |
NON-CUMULATIVE. LAST CPN PAID 03/30/09. CPN PYMT CANCELLED FOR 2010/ 2011/ 2012 & 03/30/13. |
| HSH NORDBANK LUXEMBOURG |
XS0142391894 |
2014-06-30 |
EUR |
7.408 |
FLAT TRADING |
1 |
1000 |
21.6 |
22.7 |
32.63% |
CPN RATE= 7.4075% (ACT/ACT) TO 6/14; THEREAFTER 12MO EURIBOR +215BPS. (ACT/360).LONG 1ST CPN. CPN PYMT CANCELLED FOR 2010 AND 2011. PAYS IN DIVIDENDS |
| HT1 FUNDING GMBH |
DE000A0KAAA7 |
2017-06-30 |
EUR |
6.352 |
VARIABLE |
1 |
1000 |
91.4 |
92.7 |
6.85% |
CPN=6.352% TO 06/17, THEN 12MTH EUR +200BP. CPN & CAP PMT LINKED TO SILENT PART ESTABLISHED BY DRESDNER. PAYS IN CASH. |
| HYBRID CAP FDG II LP |
DE000A0D2FH1 |
2013-06-30 |
EUR |
6.000 |
FLAT TRADING |
2 |
1000 |
4 |
5.3 |
113.21% |
INT PYMTS CONTINGNT ON PARTICIP. AGRMT WITH WESTLB AG. SHRT 1ST CPN. P.IN CASH.CPN PYMNTS DEFERRED PER 12/30/10; 6/30/11; 12/30/11; 06/30/12 |
| HYBRID CAP FUNDING I LP |
XS0216711340 |
2013-06-30 |
USD |
8.000 |
FLAT TRADING |
4 |
1000 |
3.8 |
5 |
160.00% |
CPN&CAP PMT LINKED TO PERFORMANCE OF WESTLB SILENT AGRMNT. SHORT 1ST CPN. |
| HYPO ALPE-ADRIA JERSEY |
DE0006949555 |
2013-07-13 |
EUR |
7.375 |
FLAT TRADING |
4 |
100 |
14.5 |
14.5 |
50.86% |
#N/A Field Not Applicable |
| HYPO ALPE-ADRIA JERSEY I |
XS0202259122 |
2013-10-07 |
EUR |
1.790 |
VARIABLE |
2 |
1000 |
19.5 |
25 |
7.16% |
CPN RATE=6.5% (ANN) TO 10/05; THEN ?CMS10 +15BP (S/A). MAX CPN=8%. COUPON DEFFERED EFF. 04/07/09. |
| HYPO REAL INTL TRUST I |
XS0303478118 |
2017-06-14 |
EUR |
5.864 |
FLAT TRADING |
1 |
50000 |
43 |
44.7 |
13.12% |
CPN= 5.864 TO 06/17 (ANNLY; ACT/ACT); THEREAFTER 3MO EURIBOR +213 BP (QRTLY;ACT/360). PAYS IN CASH. CPN DEFERRED UNTIL 2015 |
| ICICI BANK LIMITED |
US45104GAE44 |
2017-04-30 |
USD |
6.375 |
VARIABLE |
2 |
1000 |
104 |
104.8 |
6.08% |
ISS'D UNDER 144A. PAYS IN CASH. |
| ICICI BANK LIMITED |
USY38575DE68 |
2017-04-30 |
USD |
6.375 |
VARIABLE |
2 |
1000 |
104.8 |
104.8 |
6.08% |
#N/A Field Not Applicable |
| IF SKADEFORSAKRING AB |
XS0221854119 |
2015-06-16 |
EUR |
4.943 |
VARIABLE |
1 |
1000 |
98.7 |
100 |
4.94% |
CPN RATE=4.943% TO 06/15 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +265BP QTRLY (ACT/360). |
| IKB DEUTSCHE INDUSTRIEBK |
XS0171797219 |
|
EUR |
4.500 |
FIXED |
1 |
1000 |
99.5 |
99.9 |
4.50% |
ORIG ISS AMT: ?300MM. ADD'L ?10MM ISS'D 12/04 @ 103.828%. |
| IKB FUNDING TRUST I |
DE0008592759 |
2013-06-30 |
EUR |
1.712 |
FLOATING |
4 |
100 |
21 |
23 |
7.44% |
SHORT 1ST CPN. ?174,932M TENDERED EFF 6/7/04. PREFERRED SECURITY. |
| IKB FUNDING TRUST II |
XS0194701487 |
2013-07-29 |
EUR |
1.828 |
FLAT TRADING |
2 |
1000 |
20.7 |
23.4 |
7.81% |
CPN RTE=6% TO 7/05 (ANNLY ACT/365); THEN LINKED TO 10YR ?CMS + 5BP (S/A)(30/360)MAX CPN=9%. LONG 1ST CPN. NON-CUM PFD SECS. CPN HAS BEEN DEFERRED. PAYS IN DIVID |
| ING GROEP NV |
NL0000116127 |
2014-06-30 |
EUR |
1.800 |
VARIABLE |
4 |
100 |
61.1 |
62.4 |
2.88% |
CPN=INTERPL 10YR DUTCH GOVT BOND +10BP. LONG 1ST CPN. TIER 1. ALSO LISTED BRUSSELS SE. MAX CPN=9%. |
| ING GROEP NV |
NL0000113587 |
2013-06-30 |
EUR |
2.200 |
VARIABLE |
4 |
100 |
63 |
64.3 |
3.42% |
CPN=INTERPL 10YR DUTCH GOVT BOND +50BP. LONG 1ST CPN. TIER 1. ALSO LISTED BRUSSELS SE. |
| ING GROEP NV |
XS0246487705 |
2016-03-17 |
GBP |
5.140 |
VARIABLE |
2 |
1000 |
89.7 |
92.7 |
5.54% |
CPN=5.14% (S/A ACT/ACT) TO 03/16, THEN 3MO œLIBOR +162BP (QTLY ACT/365) PAYS IN CASH |
| ING GROEP NV |
XS0221619033 |
2015-06-08 |
EUR |
4.176 |
VARIABLE |
1 |
1000 |
96.2 |
98.5 |
4.24% |
CPN RATE=4.176 TO 06/15, THEREAFTER 3MO EURIBOR +180BP. PAYS IN CASH |
| ING GROEP NV |
US456837AC74 |
2015-12-08 |
USD |
5.775 |
VARIABLE |
2 |
1000 |
97.6 |
99.1 |
5.83% |
CPN RATE=5.775% TO 12/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +168BP QTRLY (ACT/360). CALL @ MAKE WHOLE + 40 BP. PAYS IN CASH |
| ING GROEP NV |
XS0356687219 |
2014-04-18 |
EUR |
8.000 |
FIXED |
1 |
1000 |
103.8 |
104.7 |
7.64% |
#N/A Field Not Applicable |
| ING VERZEKERINGEN NV |
XS0147306301 |
2017-05-07 |
EUR |
6.375 |
VARIABLE |
1 |
10000 |
103.1 |
104.5 |
6.10% |
CPN RATE= 6.375% TO 5/17 ANNLY (ACT/ACT); THEREAFTER CPN RATE=3MO EURIBOR +190BPQRTLY (ACT/360). ALSO LUX SE. |
| INTERSTATE P&L CO |
US4610708723 |
|
USD |
8.375 |
FIXED |
4 |
25 |
25 |
25 |
8.38% |
ISS'D IN EXCH OF 144A SEC. LISTED NYSE EFF 05/22/03 |
| INTESA SANPAOLO SPA |
XS0360809577 |
|
EUR |
6.625 |
FIXED |
1 |
50000 |
107.1 |
107.9 |
6.14% |
#N/A Field Not Applicable |
| INTESA SANPAOLO SPA |
XS0364645852 |
|
EUR |
6.160 |
FIXED |
1 |
50000 |
103.5 |
104.6 |
5.89% |
PAYS IN CASH. |
| INTESA SANPAOLO SPA |
XS0371711663 |
2018-06-20 |
EUR |
8.047 |
VARIABLE |
1 |
50000 |
102.3 |
103.5 |
7.77% |
CPN=8.047% TO 6/18 (ANNLY, ACT/ACT); THE 3MO EURIBOR +410BP (QRTLY, ACT/360). PAYS IN CASH. |
| INTESA SANPAOLO SPA |
XS0456541506 |
2019-10-14 |
EUR |
8.375 |
VARIABLE |
1 |
50000 |
105.6 |
106.8 |
7.84% |
CPN=8.375% TO 10/19 (ANNUAL, ACT/ACT), THEN CPN=3MO EURIBOR +687.1BP (QTLY, ACT/360). PAYS IN CASH. |
| INVESTEC FINANCE PLC |
XS0283613437 |
2017-01-23 |
GBP |
6.250 |
VARIABLE |
2 |
1000 |
86.8 |
87 |
7.18% |
CPN=6.25% (S/A, ACT/ACT) TO 01/17. THEN CPN=3MO GBPLIBOR +211BP (QTLY, ACT/365).PAYS IN CASH. |
| INVESTEC TIER I UK LP |
XS0222692328 |
2015-06-24 |
EUR |
7.075 |
VARIABLE |
1 |
1000 |
95.5 |
96.8 |
7.31% |
NON-CUM PREF SHRS. CPN=7.075% TO 6/15; THEN 3MO EURIBOR +562.5BP. |
| IRISH LIFE ASSURANCE PLC |
XS0285885009 |
2017-02-08 |
EUR |
5.250 |
VARIABLE |
1 |
1000 |
95.9 |
97.1 |
5.41% |
CPN=5.25% TO 02/17 (ANNLY, ACT/ACT), THEN 3MO EURIBOR + 203BP (QTLY, ACT/360). PAYS IN CASH. |
| IVG IMMOBILIEN AG |
DE000A0JQMH5 |
2013-11-05 |
EUR |
6.063 |
FLAT TRADING |
2 |
100000 |
13.1 |
14.4 |
42.10% |
FRN CPN DECREASE BY 75BP FROM 1ST DAY WHICH ISSR REC INVSTMT GRADE RATING. PAYS IN CASH. CPN SUSPENDED EFF. 04/19/12 (PAYMENTS WILL BE DEFERRED). |
| JP MORGAN CHASE CAP X |
US46623D2009 |
|
USD |
7.000 |
FIXED |
4 |
25 |
25.4 |
25.4 |
6.89% |
CO MAY DEFER CASH PYMT FOR UP TO 20 QTRS. SERIES J. LISTING NYSE 2/28/02. |
| JP MORGAN CHASE CAP XI |
US46626V2079 |
|
USD |
5.875 |
FIXED |
4 |
25 |
25.2 |
25.2 |
5.83% |
CO MAY DEFER DIV PYMT FOR UP TO 20 PAY PERIODS. LISTED NYSE EFF 06/13/03 CUM PFD SEC. GREEN SHOE EXERCISED FOR 3MM SHRS EFF 7/2/03. |
| JP MORGAN CHASE CAP XII |
US46626X2036 |
|
USD |
6.250 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.23% |
DELISTED FROM OTC-SYMBOL JMGNPAND LISTED ON NYSE-SYMBOL JPMpX EFF.10/30/03 |
| JP MORGAN CHASE CAP XIV |
US48122F2074 |
|
USD |
6.200 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.18% |
CO MAY DEFER CASH PYMTS FOR UP TO 20 QTRS. |
| JPM CHASE CAPITAL XIX |
US48123A2078 |
|
USD |
6.625 |
FIXED |
4 |
25 |
25.2 |
25.2 |
6.57% |
#N/A Field Not Applicable |
| JPM CHASE CAPITAL XXI |
US48123KAA43 |
2013-06-10 |
USD |
1.223 |
FLOATING |
4 |
1000 |
80.4 |
82.1 |
1.49% |
CPN=3MO US$LIBOR +95BP TIL 2/2/2037; THEREAFTER 1MO US$LIBOR + 199BP. FINAL LEGAL MTY 01/15/2087. PAYS IN CASH. |
| JPM CHASE CAPITAL XXIII |
US48123UAA25 |
2013-06-10 |
USD |
1.290 |
FLOATING |
4 |
1000 |
78.7 |
80.4 |
1.60% |
CPN RT=3MO US$LIBOR +100BP TO 5/15/47. THEREAFTER +203BP. ISS'R OPT TO EXTEND MTY. LEGAL FINAL MTY 5/15/77. SHORT 1ST CPN. PAYS IN CASH. |
| JPM CHASE CAPITAL XXIV |
US48123W2098 |
|
USD |
6.875 |
FIXED |
4 |
25 |
25 |
25 |
6.88% |
EXTENDED MATURITY DATE 8/1/77. ISSR MAY DEFER CASH PYMT FOR UP TO 20 PAY PDS. |
| JPM CHASE CAPITAL XXVIII |
US48124Y2046 |
|
USD |
7.200 |
VARIABLE |
4 |
25 |
25.1 |
25.1 |
7.17% |
CPN=7.2% TO 12/14 (30/360); THEN 3MO US$LIBOR +446BP (ACT/360). |
| JPMCHASE CAPITAL XVI |
US4812282030 |
|
USD |
6.350 |
FIXED |
4 |
25 |
25.3 |
25.3 |
6.27% |
CO MAY DEFER CASH PYMT FOR UP TO 20 PAY PERIODS. |
| JPMORGAN CHASE & CO |
US46625HHA14 |
2018-04-30 |
USD |
7.900 |
VARIABLE |
2 |
1000 |
117.1 |
117.9 |
6.70% |
CPN=7.9% TO 4/30/2018(S/A, 30/360) ; THEN 3MO US$LIBOR +347BP (QTLY, ACT/360)DEPSHRS REPR 1/10TH INT IN A SHR OF NON-CUM PFD STOCK. LONG 1ST. PAYS IN DIVIDENDS |
| JPMORGAN CHASE & CO |
US46625H6210 |
2013-09-01 |
USD |
8.625 |
FIXED |
4 |
25 |
25.5 |
25.5 |
8.46% |
DEPOSITARY SHARES EACH REPRESENTING 1/400th INTEREST IN A SHARE OF JPM CHASE & CO 8.625% NON-CUM PFD STK, SERIES J. GREENSHOE EX ON 8/20/08 FOR 8000000 SHRS. |
| JPMORGAN CHASE CAP XIII |
US46626YAA01 |
2014-09-30 |
USD |
1.234 |
FLOATING |
4 |
1000 |
83.8 |
83.8 |
1.47% |
LONG 1ST CPN. PAYS IN CASH. |
| JYSKE BANK A/S |
XS0212590557 |
2015-09-16 |
EUR |
1.870 |
VARIABLE |
2 |
1000 |
53.2 |
55.3 |
3.38% |
CPN=6% TO 03/06 (ANNLY); THEREAFTER ?CMS10 +15BP (S/A). MAX CPN=8%. PAYS IN CASH |
| JYSKE BANK A/S |
XS0194983366 |
2014-07-05 |
EUR |
1.821 |
FLOATING |
2 |
1000 |
52.8 |
54.9 |
3.32% |
CPN=6% TO 7/05 (30/360, ANNLY); THEREAFTER ?CMS10 +15BP (30/360, PAID S/A). MAX CPN=9%. UNSEC'D. PAYS IN CASH |
| KBC BANK FUND TRUST III |
US48239AAA79 |
2013-08-02 |
USD |
4.323 |
VARIABLE |
4 |
1000 |
84 |
88.5 |
4.88% |
CPN RATE=9.86% TO 11/2/09; THEREAFTER 3MO US$LIBOR +405BP QTRLY. ISS'D UNDER 144A. NON-CUM TRUST PFD SECS. PAYS IN DIVIDENDS |
| KBC BANK FUNDING TRST II |
XS0099124793 |
2013-06-30 |
EUR |
3.213 |
VARIABLE |
4 |
1000 |
80.1 |
82.5 |
3.89% |
CPN RATE=6?% TO 6/09 ANNLY; THEREAFTER 3MO EURIBOR +300BP QTRLY. NON-CUM TRUST PFD SECS. GTD BY KBC BANK NV, KBC BK, & KBC HOLDING CO. PAYS IN DIVIDENDS |
| KBC BANK FUNDING TRST IV |
USU2445TAA08 |
2013-08-10 |
EUR |
4.103 |
VARIABLE |
4 |
1000 |
82.5 |
85.6 |
4.79% |
CPN RATE=8.22% TO 11/09 ANNLY; THEREAFTER 3MO EURIBOR +390BP QRTLY. NON-CUM PREFSHRS. GTD BY KBC BANK & KBC BANK & INSURANCE HLDG CO, NV. PAYS IN DIVIDENDS |
| KBC BANK NV |
BE0119284710 |
2019-12-19 |
GBP |
6.202 |
VARIABLE |
1 |
1000 |
83.3 |
86.1 |
7.20% |
CPN=6.202% TO 12/19; THEN 3MO œLIBOR +193BP. ORG ISS AMT:œ200MM. ADD'L œ 175MM ISSU 10/20/04 @103.971 SPR 104BP MORE THAN UKT 8% 21 EFF 11/03/04. PAYS IN CASH. |
| KBC BANK NV |
BE0934378747 |
2014-05-14 |
EUR |
8.000 |
FIXED |
1 |
1000 |
103.1 |
104.2 |
7.68% |
#N/A Field Not Applicable |
| KBC BANK NV |
XS0368735154 |
2013-06-27 |
EUR |
8.000 |
FIXED |
1 |
1000 |
100 |
105 |
7.62% |
#N/A Field Not Applicable |
| KEYCORP CAPITAL IX |
US49327Q2049 |
|
USD |
6.750 |
FIXED |
4 |
25 |
25 |
25 |
6.75% |
#N/A Field Not Applicable |
| KEYCORP CAPITAL X |
US49327R1032 |
|
USD |
8.000 |
FIXED |
4 |
25 |
25.1 |
25.1 |
7.97% |
GREENSHOE=4.2MM SHRS. EXERCISED=2/28/08. LONG 1ST CPN. ISS'R OPT TO DEFER INT PYMTS. |
| KEYCORP CAPITAL VIII |
US49327C2052 |
|
USD |
7.000 |
FIXED |
4 |
25 |
25.3 |
25.3 |
6.92% |
#N/A Field Not Applicable |
| KIMCO REALTY CORP |
US49446R8447 |
|
USD |
7.750 |
FIXED |
4 |
25 |
25.3 |
25.3 |
7.66% |
DEPOSITARY SHARES EACH REPRESENTING 1/100TH OF A SHARE OF 7.75% CLASS G CUM PFD STOCK. OTC to NYSE TBD. |
| LA MONDIALE |
FR0010397885 |
2016-11-15 |
EUR |
5.110 |
VARIABLE |
1 |
50000 |
89.9 |
91.7 |
5.57% |
CPN=5.11% TO 11/2016 (ACT/ACT); THEREAFTER 3MO EURIBOR +213BP (ACT/360). |
| LAMBAY CAPTL SECURITIES |
XS0220428154 |
2015-06-16 |
GBP |
6.250 |
DEFAULTED |
1 |
1000 |
0.5 |
2.4 |
260.42% |
CPN=6.25% TO 6/15(ANNLY);THEN 3MO œLIBOR +166BP(QTLY)ACT/365.FLAT TRADED 2/20/09LONG 1ST CPN.SEC'D BY SERIES A NON-CUM PREF SHRS OF ANGLO IRISH BANK.PAYS IN DVD |
| LBG CAPITAL NO.1 PLC |
XS0459088877 |
|
GBP |
11.040 |
FIXED |
2 |
1000 |
119.3 |
120.5 |
9.16% |
ISS'D IN EXCH OF XS0353590366. CONTINGENT CONV BY ISSR IF TIER 1 RATIO < 5%. PRX/SHR=GBp 59.2093. LT2 ENHANCED CAPITAL NOTES. TRANCHE 1. |
| LEGAL & GENERAL GROUP |
XS0296889073 |
2017-05-02 |
GBP |
6.385 |
VARIABLE |
2 |
50000 |
107.1 |
108.4 |
5.89% |
CPN=6.385% (S/A, ACT/ACT) TO 05/17; THEN 3MO œLIBOR +193 BP (QTLY, ACT/ACT). NON CUMUL. PAYS IN CASH. |
| LEGAL & GENERAL GROUP |
XS0189013823 |
2019-04-01 |
GBP |
5.875 |
VARIABLE |
2 |
1000 |
108 |
109.5 |
5.37% |
CPN=5.875% TO 4/19; THEREAFTER 5-YR UKT + 233BP(S/ANNLY). LONG 1ST CPN. PAYS IN CASH. |
| LEHMAN BROS CAP FUND II |
XS0229269856 |
2013-09-21 |
EUR |
5.125 |
DEFAULTED |
1 |
1000 |
0.1 |
0.9 |
569.44% |
NON-CUM PFD SECS. |
| LEHMAN BROS UK CAP FUND |
XS0282978666 |
2014-04-25 |
EUR |
5.750 |
DEFAULTED |
1 |
1000 |
0.1 |
1.3 |
442.31% |
ENHANCED CAPITAL ADVANTAGED PREFERRED SECURITIES (ECAPS). LONG 1ST CPN ISSUE IS CURRENTLY NOT MAKING PAYMENTS. |
| LEHMAN BROS UK CAP FUND |
XS0215349357 |
2014-03-30 |
EUR |
|
DEFAULTED |
1 |
1000 |
0.1 |
3.1 |
0.00% |
CPN=6.625% TO 3/07; THEREAFTER 10YR ?CMS +10BP. MAX CPN=8%. |
| LINCOLN NATIONAL CORP |
US5341878024 |
|
USD |
6.750 |
FIXED |
4 |
25 |
25.3 |
25.3 |
6.67% |
#N/A Field Not Applicable |
| LINDE FINANCE BV |
XS0259604329 |
2016-07-14 |
EUR |
7.375 |
VARIABLE |
1 |
1000 |
116.8 |
117.5 |
6.28% |
CPN=7.375% ANNLY (ACT/ACT) TO 07/16, THEN 3MO EURIBOR + 412.5BP QTLY (ACT/360). PROV CALL. PAYS IN CASH |
| LINDE FINANCE BV |
XS0259607777 |
2016-07-14 |
GBP |
8.125 |
VARIABLE |
2 |
1000 |
117.2 |
118 |
6.89% |
CPN=8.125% TO 7/16 S/A (ACT/365); THEREAFTER 3MO œLIBOR+412.5 BP QTRLY (ACT/360). PROV CALL. |
| LINDE FINANCE BV |
XS0171231060 |
2013-07-03 |
EUR |
6.000 |
VARIABLE |
1 |
1000 |
100.7 |
100.8 |
5.95% |
CPN=6% TO 7/13 ANNLY (ACT/ACT);THEREAFTER 3MO EURIBOR+337.5 BP QTRLY (ACT/360). PAYS IN CASH |
| LLOYDS TSB BANK PLC |
XS0156923913 |
2013-08-25 |
EUR |
2.720 |
VARIABLE |
4 |
1000 |
76.8 |
78.4 |
3.47% |
CPN=6.35% TO 02/25/13 ANNLY; THEREAFTER 3MO EURIBOR +250BP QTRLY. SHORT 1ST CPN.UNSEC'D. PAYS IN CASH. |
| LOTTOMATICA SPA |
XS0254095663 |
2016-03-31 |
EUR |
8.250 |
VARIABLE |
1 |
1000 |
109.6 |
110.3 |
7.48% |
CPN=8.25% TO 03/16 (ANNLY) ; THEREAFTER 6MO EURIBOR +505BP (S/A). PAYS IN CASH |
| M&T CAPITAL TRUST IV |
US55292C2035 |
2013-05-20 |
USD |
8.500 |
FIXED |
4 |
25 |
26.1 |
26.3 |
8.08% |
SHORT 1ST AND LONG LAST CPN. ISSUER'S OPT TO DEFER INT PAYMENT UP TO 10 YRS. LIMITED GTEE |
| MAIN CAPITAL FUND II LP |
DE000A0G18M4 |
2013-06-30 |
EUR |
5.750 |
FIXED |
1 |
1000 |
86.2 |
88.1 |
6.53% |
SHORT 1ST CPN. |
| MAIN CAPITAL FUNDING SEC |
DE000A0E4657 |
2013-06-30 |
EUR |
5.500 |
FIXED |
1 |
1000 |
84.2 |
86 |
6.40% |
CPN & CAP PYMT LINKED TO PERFOR OF HELABA. SILENT. LONG 1ST CPN. |
| MARKEL CORP |
US5705352038 |
|
USD |
7.500 |
FIXED |
4 |
25 |
25.4 |
25.4 |
7.38% |
SR DEB. |
| MELLON CAPITAL III |
XS0266758555 |
2016-09-19 |
GBP |
6.369 |
VARIABLE |
2 |
50000 |
98.3 |
100.3 |
6.35% |
CPN=6.369% TO 09/16(S/A ACT/ACT);THEN 6MO œLIBOR +134BP(S/A ACT/365) TO 09/36. THEN 6MO œLIBOR +234BP (S/A ACT/365). JR SUB PFD SECURITIES. PAYS IN CASH. |
| MELLON CAPITAL IV |
US58551TAA51 |
2013-06-10 |
USD |
4.000 |
VARIABLE |
4 |
1000 |
97.2 |
99.2 |
4.03% |
CPN=6.244% TO 6/20/12 (S/A, 30/360);THEN 3MO US$LIBOR + 56.5BP (QTRLY, ACT/360).JUNIOR SUB PFD SECURITIES. MIN CPN=4%. LONG 1ST CPN. PAYS IN DIVIDENDS. |
| METLIFE INC |
US59156RAP38 |
2031-12-15 |
USD |
6.400 |
FIXED |
2 |
1000 |
112.2 |
113.5 |
5.64% |
CPN=6.4% TO S/A (30/360) 12/36, THEN 3MO US$LIBOR +220.5BP QTRLY (ACT/360). CALL @ MAKE WHOLE +35 BP. LEGAL FINAL MTY 12/15/66. PAYS IN CASH. |
| METLIFE INC |
US59156R6036 |
2013-06-10 |
USD |
6.500 |
FIXED |
4 |
25 |
25.8 |
25.8 |
6.30% |
DEFERRABLE. |
| METLIFE INC |
US59156R5046 |
2013-06-10 |
USD |
4.000 |
FLOATING |
4 |
25 |
25.5 |
25.6 |
3.91% |
CPN RATE=3MO US$LIBOR +100BP. MIN CPN=4%. |
| MONTE DEI PASCHI SIENA |
XS0255820804 |
|
EUR |
4.875 |
FIXED |
1 |
50000 |
93.3 |
95.8 |
5.09% |
SERIES 2006/12. PAYS IN CASH |
| MONTE DEI PASCHI SIENA |
XS0255817685 |
|
GBP |
5.750 |
FIXED |
1 |
50000 |
75.1 |
77.7 |
7.40% |
SHORT 1ST CPN. SERIES 2006/13. TRANCHE 1. PAYS IN CASH |
| MORGAN STANLEY |
US61747S5047 |
2013-06-10 |
USD |
4.000 |
FLOATING |
4 |
25 |
23.3 |
23.4 |
4.27% |
DEP SHR REPR 1/1000 NON-CUM PFD SHR. CPN RATE=3MO US$LIBOR +70BP. MIN=4%. GREENSHOE=6MM SHRS. |
| MORGAN STANLEY CAP TR VI |
US6174612076 |
2013-06-10 |
USD |
6.600 |
FIXED |
4 |
25 |
25.4 |
25.4 |
6.50% |
LONG 1ST DIV. |
| MORGAN STANLEY CAP TRUST |
US61750K2087 |
2013-05-24 |
USD |
6.600 |
FIXED |
4 |
25 |
25.5 |
25.5 |
6.47% |
GREENSHOE=6MM SHARES. SCHEDULED MTY DATE=1/15/46. |
| MORGAN STANLEY CP TR III |
US6174602093 |
2013-06-10 |
USD |
6.250 |
FIXED |
4 |
25 |
25.5 |
25.5 |
6.13% |
CO MAY DEFER CASH FOR PYMT FOR UP TO 20 PAY PERIODS. LISTED NYSE EFF 03/26/03 |
| MORGAN STANLEY CP TR IV |
US6174622059 |
2013-06-10 |
USD |
6.250 |
FIXED |
4 |
25 |
25.4 |
25.4 |
6.15% |
CO MAY DEFER CASH FOR PYMT FOR UP TO 20 PAY PERIODS. DELISTED OTC AND LISTED NYSE EFF 05/07/03 |
| MPS CAPITAL TRUST I |
XS0121342827 |
2013-08-07 |
EUR |
6.501 |
FLOATING |
4 |
1000 |
44.1 |
46.2 |
14.07% |
DVD RATE=7.99% ANNLY (ACT/ACT) TO 2/11; THEREAFTER 3MO EURIBOR + 630BP QTRLY (ACT/360). NON CUM TRUST PFD SECS. PAYS IN CASH. CPN DUE 02/07/13 NOT PAYABLE. |
| MUFG CAPITAL FIN 1 LTD |
USG63255AA42 |
2016-07-25 |
USD |
6.346 |
VARIABLE |
2 |
1000 |
110.9 |
112.1 |
5.66% |
SHORT 1ST CPN.CALL @ MAKE WHOLE +25BP. PAYS IN DIVIDENDS |
| MUFG CAPITAL FIN 4 LTD |
XS0282528974 |
2017-01-25 |
EUR |
5.271 |
VARIABLE |
2 |
1000 |
109 |
109.9 |
4.80% |
CPN= 5.271% S/A (ACT/ACT) TO 01/17; THEREAFTER 6MO EURIBOR +207BP S/A (ACT/360).NON-CUMULATIVE PREFERED SECURITIES. LONG 1ST CPN. PAYS IN DIVIDENDS. |
| MUFG CAPITAL FIN 5 LTD |
XS0282533115 |
2017-01-25 |
GBP |
6.299 |
VARIABLE |
2 |
1000 |
111.4 |
113 |
5.57% |
CPN= 6.299% S/A (ACT/ACT) TO 01/17; THEREAFTER 6MO GBPLIBOR +206BP S/A (ACT/ACT)NON-CUMULATIVE PREFERRED SECURITIES. LONG 1ST CPN. PAYS IN DIVIDENDS. |
| MUFG CAPITAL FINANCE 2 |
XS0247684490 |
2016-07-25 |
EUR |
4.850 |
VARIABLE |
2 |
1000 |
106.8 |
108.4 |
4.47% |
SHORT 1ST CPN. PAYS IN DIVIDENDS |
| MUNICH RE |
XS0166965797 |
2013-06-21 |
EUR |
6.750 |
VARIABLE |
1 |
1000 |
100.5 |
100.7 |
6.70% |
CPN RATE=6.75% TO 6/13 ANNLY(ACT/ACT);THEREAFTER 3MO EURIBOR +345BP QRTLY (ACT/ 360). SUB. UNSEC'D. CALL@MAKE WHOLE +80BP. FFT. |
| MUNICH RE |
XS0167260529 |
2018-06-21 |
GBP |
7.625 |
VARIABLE |
1 |
1000 |
122.8 |
123.8 |
6.16% |
CPN=7.625% TO 6/18; THEREAFTER UKT 5YR GILT + 395BP(ANNLY). RATE RESETS EVERY 5 YRS. CALL @MAKE WHOLE +80BP. LONG 1ST CPN. PAYS IN CASH |
| MUNICH RE |
XS0304987042 |
2017-06-12 |
EUR |
5.767 |
VARIABLE |
1 |
50000 |
106.4 |
107.4 |
5.37% |
CPN=5.767% (ANNLY, ACT/ACT) TO 06/17; THEN 3MO EURIBOR + 204BP (QRTLY, ACT/360).CALL@MAKE WHOLE +67BP UNTIL 06/17. PAYS IN CASH. |
| NAT CITY CAP TRUST IV |
US63540U2078 |
|
USD |
8.000 |
FIXED |
4 |
25 |
25.3 |
25.3 |
7.91% |
LONG 1ST CPN. CPN=8% TO 9/15/47; THEREAFTER 1MO US$LIBOR +348.7BP. INITY MTY SHOWN; FINAL MTY 8/30/67. GREENSHOE OF 2.7 MLN SHARES EXERCISED 8/27/07. |
| NATIONAL AUSTRALIA BK LT |
XS0347918723 |
2016-09-24 |
USD |
8.000 |
VARIABLE |
2 |
1000 |
112.8 |
114 |
7.02% |
CPN RATE = 8% TO 09/16; THEREAFTER 7YR UST + 494 BP TO 09/23. CPN WILL RESET EVERY 7 YRS. THEN STEP UP TO 7YR UST + 740BP. PAYS IN CASH. |
| NATIONAL BANK GREECE SA |
US6336435077 |
2014-06-06 |
USD |
9.000 |
FIXED |
4 |
25 |
9.6 |
9.6 |
23.44% |
SERIES A. LONG 1ST CPN. LISTED ON PINK SHEETS. AMERICAN DEPOSITORY SHARES |
| NATIONAL BANK OF CANADA |
CA6330675175 |
2013-06-10 |
CAD |
4.850 |
FIXED |
4 |
25 |
25.5 |
25.6 |
4.74% |
#N/A Field Not Applicable |
| NATIONAL BANK OF CANADA |
CA6330673501 |
2014-02-15 |
CAD |
6.600 |
VARIABLE |
4 |
25 |
25.9 |
25.9 |
6.37% |
CPN=6.6% TIL 2/15/14; THEREAFTER RESETS EVERY 5 YRS @ +479BP OVER GOC BOND YLD. CONVERTIBLE INTO SERIES 27 ON CALL DATES. |
| NATIONAL BANK OF CANADA |
CA6330673683 |
2014-02-15 |
CAD |
6.600 |
VARIABLE |
4 |
25 |
25.7 |
25.9 |
6.37% |
CPN=6.6% TIL 2/15/14; THEREAFTER RESETS EVERY 5 YRS @ +463BP OVER GOC BOND YLD. CONVERTIBLE INTO SERIES 25 ON CALL DATES. GREENSHOE=1.8MM EXERCISED 1/14/09. |
| NATIONAL BANK OF CANADA |
CA6330674186 |
2013-06-10 |
CAD |
6.000 |
FIXED |
4 |
25 |
26.6 |
26.6 |
5.64% |
GREENSHOE=900,000 SHARES. |
| NATIONAL CAPITAL TRST II |
US635192AA58 |
2015-03-23 |
USD |
5.486 |
VARIABLE |
2 |
1000 |
102.6 |
103.9 |
5.28% |
CPN RATE=5.486% TO 3/15; THEREAFTER 3MO US$LIBOR +153.75BP. SHORT 1ST CPN. PAYS IN CASH |
| NATIONAL CAPITAL TRUST |
XS0177395901 |
2018-12-17 |
GBP |
5.620 |
VARIABLE |
2 |
1000 |
102.3 |
103.5 |
5.43% |
CPN=5.62% TO 12/18; THEN 5YR UKT +193BP (ANN). ACT/ACT .JR, UNSEC'D. GLOB NOTE FOR DTC SEE ED1594701. CALL @MAKE-WHOLE +25BP OVER THE UKT. PAYS IN DIVIDENDS |
| NATIONAL CAPITL TRST III |
AU3FN0000121 |
2016-09-30 |
AUD |
4.000 |
FLOATING |
4 |
50000 |
93.2 |
93.7 |
4.27% |
LONG FIRST CPN. CPN RATE=3MO BBSW+95BP TO 9/30/16; THEN 3MO BBSW+195BP. CONVERT TO NATL PREFERENCE SHARES ON 9/30/55 UNLESS REDEEMED PRIOR. |
| NATIONWIDE BLDG SOCIETY |
GB0033627968 |
2024-10-22 |
GBP |
6.250 |
VARIABLE |
2 |
1000 |
94.4 |
96.1 |
6.50% |
CPN=6.25% (S/A) TO 10/24; THEREAFTER 5YR UKT +258BP (S/A) ACT/ACT. UNSEC'D. PAYS IN CASH. SECURITY TRADES 18 DAYS EX-DIVIDEND. |
| NATIONWIDE BLDG SOCIETY |
XS0284776274 |
2013-08-06 |
GBP |
1.006 |
VARIABLE |
4 |
1000 |
60 |
100 |
1.01% |
CPN=6.024% TO 02/13(ACT/ACT), 3MO œLIBOR +50BP QTLY(ACT/365) TO 02/18,THEN 3MO œLIBOR +150BP QTLY(ACT/365). CALCS DO NOT CONSIDER STEP TO 3MO œLIBOR+150BP. |
| NATIONWIDE BLDG SOCIETY |
GB0033882084 |
2019-01-10 |
GBP |
6.875 |
VARIABLE |
2 |
1000 |
102 |
106 |
6.49% |
CPN RATE=6.875% TO 01/19; THEREAFTER 5YR UKT +300BP. LONG 1ST CPN. TRADES EX-DIVPAYS IN DIVIDENDS |
| NATIXIS |
FR0010154278 |
2014-01-25 |
EUR |
3.750 |
VARIABLE |
1 |
1000 |
67 |
68 |
5.51% |
CPN = 10YR ?CMS+100BPS, CAP = (6*(10YR ?CMS-2YR ?CMS)), FLR = 3.75%. |
| NATL CAPITAL INSTRUMENTS |
XS0269714464 |
2016-09-29 |
EUR |
1.163 |
FLOATING |
4 |
50000 |
87.9 |
89.2 |
1.30% |
CPN=3MO EURIBOR +95BP TO 9/16; THEN 3MO EURIBOR +195BP. |
| NATL RURAL UTILITY CFC |
US6374328739 |
2013-05-24 |
USD |
5.950 |
FIXED |
4 |
25 |
25.4 |
25.4 |
5.86% |
SUB DEF INT NOTES. |
| NBC ASSET TRUST |
CA62874WAA05 |
2018-06-30 |
CAD |
7.235 |
VARIABLE |
2 |
1000 |
121.1 |
121.9 |
5.94% |
CPN=7.235% TO 6/18; THEN CDOR +379BP. CALL @ HIGHER OF CANADIAN YIELD +85BP OR CALLABLE ON 6/30/13 & ANY PAY DATE AT EARLY RDPTN PRX UNTIL 6/30/18. PAYS DVDS. |
| NBOG FUNDING LIMITED |
XS0172122904 |
2013-07-11 |
EUR |
1.961 |
FLOATING |
4 |
1000 |
20 |
40 |
4.90% |
CPN=3MO EURIBOR +175BP TO 7/13; THEREAFTER +275BP. NON-CUMULATIVE PREFERRED SECURITIES - TIER 1. |
| NBOG FUNDING LIMITED |
XS0211489207 |
2015-02-16 |
EUR |
5.264 |
VARIABLE |
1 |
1000 |
32.5 |
50 |
10.53% |
PREFERRED SECURITIES. |
| NBOG FUNDING LIMITED |
XS0203171755 |
2014-11-03 |
EUR |
1.592 |
VARIABLE |
2 |
1000 |
30 |
40 |
3.98% |
CPN=6.25% TO 11/05 (ANNL); THEREAFTER 10YR ?CMS +12.5BP (S/A). NON-CUMULATIVE PREFERRED SECURITIES - TIER 1. MAX CPN=8%. MAY 2013 CPN NOT PAID |
| NBOG FUNDING LIMITED |
XS0272106351 |
2016-11-08 |
GBP |
6.289 |
VARIABLE |
1 |
1000 |
24.5 |
24.6 |
25.57% |
CPN=6.2889% ANNLY (ACT/ACT) TO 11/16, THEN 3MO œLIBOR +208BP QTLY (ACT/365). SERIES E. PREFERRED SECURITIES - TIER 1. PAYS IN CASH. |
| NBOG FUNDING LIMITED |
XS0203173298 |
2014-11-03 |
USD |
1.946 |
VARIABLE |
2 |
1000 |
18 |
18 |
10.81% |
CPN=6.75% TO 11/05 ANNLY; THEREAFTER 10YR $CMS +12.5BP S/A. NON-CUMULATIVE PREFERRED SECURITIES - TIER 1. MAX CPN=8.5%. PAYS IN DIVIDENDS. MAY 2013 CPN NOT PAID |
| NELNET INC |
US64031NAB47 |
2013-06-10 |
USD |
3.659 |
VARIABLE |
4 |
1000 |
74.8 |
74.8 |
4.89% |
CPN=7.4% TO 9/11(30/360 S/A); THEN 3MO US$LIBOR +337.5BP (ACT/360 QTRY) CALL@MW T +50BPS.CAPITAL EFFICIENT NOTES (CENts). FINAL MTY: 9/15/2061. PAYS IN CASH. |
| NIBC BANK NV |
XS0210781828 |
2035-02-21 |
EUR |
5.264 |
VARIABLE |
1 |
1000 |
74.9 |
75 |
7.02% |
SERIES 1360. TRANCHE 1. |
| NORDEA BANK AB |
USW5816FCM42 |
2015-04-20 |
USD |
5.424 |
VARIABLE |
2 |
1000 |
103 |
104.4 |
5.20% |
CPN RATE=5.424% TO 4/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +158.75BP QTRLY (ACT/360). PAYS IN CASH |
| NORDEA BANK AB |
XS0453319039 |
2015-03-25 |
USD |
8.375 |
VARIABLE |
2 |
1000 |
110 |
110.6 |
7.57% |
CPN=8.375% TILL 03/15; CT5+598.5 BP TILL 03/20; CT5+897.75 BP THEREAFTER RESET EVERY 5 YRS. PAYS IN CASH. |
| NORDEA BANK AB |
US65557AAB35 |
2015-04-20 |
USD |
5.424 |
VARIABLE |
2 |
1000 |
103 |
104.4 |
5.20% |
CPN RATE=5.424% TO 4/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +158.75BP QTRLY (ACT/360). ISS'D UNDER 144A. PAYS IN CASH |
| NORDEA BANK AB (PUBL) |
XS0200688256 |
2013-09-17 |
EUR |
1.813 |
FLOATING |
2 |
1000 |
65.2 |
66.7 |
2.72% |
CPN RATE=10YR ?CMS +5BP. MAX CPN=8%. PAYS IN CASH. |
| NORDEA BANK FINLAND PLC |
XS0151270310 |
2014-07-18 |
GBP |
6.250 |
VARIABLE |
1 |
1000 |
104.3 |
105.9 |
5.90% |
CPN RATE=6.25% TO 7/14 (ACT/ACT) ANNLY; THEREAFTER 3MO œLIBOR + 235BP (ACT/365) QTRLY. UNSEC'D. PAYS IN CASH |
| NORTHERN ROCK ASSET MANA |
XS0152710439 |
2027-09-21 |
GBP |
7.053 |
VARIABLE |
1 |
1000 |
60 |
63.1 |
11.18% |
CPN RATE=7.053% TO 9/01/2027; THEREAFTER 6MO œLIBOR +183.5BP. SHRT 1ST CPN. TIER I. COMPANY DEFERED SEPT 2009 INTEREST PAYMENT. PAYS IN CASH. |
| NORTHGROUP PFD CAP CORP |
US66644PAA57 |
2017-10-15 |
USD |
6.378 |
VARIABLE |
2 |
1000 |
101.2 |
103.3 |
6.17% |
ISS'D UNDER 144A. CALL @MAKE WHOLE +25BP FROM 10/15/12 TO 10//15/17. SHORT 1ST CPN. CPN=6.378% UNTIL 10/15/17; THEN 3MO US$LIBOR +117.25BP. PAYS IN DIVIDENDS. |
| OESTERREICH VOLKSBANKEN |
XS0359924643 |
2018-06-18 |
EUR |
10.000 |
FLAT TRADING |
1 |
1000 |
11.4 |
12.2 |
81.97% |
NON-CUMULATIVE PARTICIPATION CAPITAL CERT. CPN=10% TO 6/18 (ACT/ACT); THEN 6M0 EURIBOR +632BP (ACT/360). CPN PAY.SUSPENDED EFF 6/18/10. POOL FACT 0.3 |
| OEVAG FINANCE JERSEY LTD |
XS0201306288 |
2013-09-23 |
EUR |
0.000 |
FLAT TRADING |
2 |
1000 |
20.8 |
25.3 |
0.00% |
NON-CUMULATIVE PFD.NON-VOTING. CPN=6% TO 9/05 ANNLY;THEN 10YR ?CMS + 10BP. MAX CPN=9%. TRADES EX-DIV - NOT ACCOUNTED FOR IN CALCS. PAYS IN CASH. |
| OLD MUTUAL CAP FUNDING |
XS0168687100 |
|
USD |
8.000 |
FIXED |
4 |
1000 |
100.3 |
100.3 |
7.98% |
LONG 1ST CPN. CUM PREF SECURITY. PAYS IN DIVIDENDS |
| OLD MUTUAL PLC |
XS0234284668 |
2015-11-04 |
EUR |
5.000 |
VARIABLE |
1 |
1000 |
99.1 |
100.3 |
4.99% |
CPN=5% TO 11/15 ANNLY (ACT/ACT); THEN 6MO EURIBOR +263BP S/A (ACT/360). CALL @ MK WL +87.5BP TO 11/15. SERIES 15, TRANCHE 1. PERP PREF SECURITIES. PAYS IN CASH |
| OLD MUTUAL PLC |
XS0215556142 |
2020-03-24 |
GBP |
6.376 |
VARIABLE |
1 |
1000 |
97.1 |
98.4 |
6.48% |
CPN=6.376% TO 3/20; THEREAFTER 6MO œLIBOR +223 BP. PAYS IN CASH |
| OMNICARE CAP TRUST II |
US68214Q2003 |
2013-06-10 |
USD |
4.000 |
FIXED |
4 |
50 |
56.4 |
56.7 |
7.05% |
ISS'D IN EXCH OF CUSIP# 68214L201. PRX/SHR=US$40.82. |
| OVERSEA-CHINESE BANKING |
SG1W95940530 |
2013-07-29 |
SGD |
5.100 |
FIXED |
2 |
100 |
100.2 |
100.8 |
5.06% |
CLASS B NON-CUM PREF SHRS. CPN RATE=5.10% (ACT/365). SHORT 1ST CPN. PAYS IN DIVIDENDS. |
| PACIFIC GAS&ELEC |
US6943082064 |
|
USD |
6.000 |
FIXED |
4 |
25 |
30.3 |
30.7 |
4.89% |
CO EMERGE CH 11 EFF 4/12/04. ALSO LISTED ARCHIPELAGO SE. |
| PARTNERRE LTD |
BMG6852T2044 |
|
USD |
6.750 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.72% |
DELISTED OTC AND LISTED NYSE EFF 05/14/03 |
| PASTOR PART PREFERENTES |
XS0225590362 |
2015-07-27 |
EUR |
4.564 |
VARIABLE |
1 |
1000 |
45.5 |
55.5 |
8.22% |
CPN=4.564% TO 7/15(ANNLY, ACT/ACT); THEN 3MO EURIBOR +217BP (QTRLY, ACT/360). NON-CUM PERP PFD SECS. PAYS IN CASH. |
| PFLEIDERER FINANCE BV |
XS0297230368 |
2014-08-14 |
EUR |
7.125 |
DEFAULTED |
1 |
50000 |
3.8 |
7.8 |
91.35% |
CPN=7.125% TO 08/14 (ANNL); THEN 3MO EURIBOR + 423BP (QTLY). PAYS IN CASH. CPN STEPS UP 5% & PROV CALL SUBJ TO COC. |
| PIRAEUS GROUP CAP LTD |
XS0204397425 |
2014-10-27 |
EUR |
0.000 |
FLOATING |
4 |
1000 |
25 |
30 |
0.00% |
CPN=3MO EURIBOR + 125BP TO 10/14; IF NOT CALLED STEPS UP TO 3MO EURIBOR +225BP. PAYS IN DIVIDENDS. NO PREFERRED DIVIDEND AFTER 4/27/2012. |
| PNC CAPITAL TRUST D |
US69350H2022 |
|
USD |
6.125 |
FIXED |
4 |
25 |
25.2 |
25.2 |
6.08% |
ALSO NYSE. |
| PNC CAPITAL TRUST E |
US69350S2086 |
|
USD |
7.750 |
FIXED |
4 |
25 |
25.3 |
25.3 |
7.66% |
LONG 1ST CPN. |
| PNC FINANCIAL SERVICES |
US693475AJ49 |
2013-06-10 |
USD |
8.250 |
VARIABLE |
2 |
1000 |
100.5 |
100.5 |
8.21% |
CPN=8.25% TO 5/13 (S/A; 30/360); THEREAFTER 3M US$LIBOR +422BP (QTLY; ACT/360). DEP SHRS REP 1/10TH INTEREST IN NON-CUM PERP PREF STOCK, SERIES K. PAYS IN DVDS. |
| POPULAR CAPITAL SA |
DE000A0BDW10 |
2013-06-30 |
EUR |
1.736 |
FLOATING |
4 |
1000 |
48.3 |
53 |
3.28% |
CPN ROLLS INTO FOLLOWING MONTH. |
| POPULAR CAPITAL SA |
XS0288613119 |
2017-03-06 |
EUR |
4.907 |
VARIABLE |
1 |
50000 |
51.1 |
54.5 |
9.00% |
NON-CUMULATIVE PREFERRED SHARES. CPN=4.907% ANNLY (ACT/ACT) TO 03/17, THEN 3MO EURIBOR +165BP QTLY (ACT/360). SERIES C. PAYS IN CASH. |
| POPULAR CAPITAL SA |
DE0009190702 |
2013-07-20 |
EUR |
6.000 |
FIXED |
4 |
1000 |
62 |
69 |
8.70% |
SERIES A. PAYS IN DIVIDENDS |
| POPULAR CAPITAL TRUST I |
US73317W2035 |
|
USD |
6.700 |
FIXED |
12 |
25 |
24.3 |
24.4 |
6.86% |
CO MAY DEFER CASH PYMTS FOR UP TO 60 MONTHS. |
| POPULAR CAPITAL TRUST II |
US73317H2067 |
2013-06-10 |
USD |
6.125 |
FIXED |
12 |
25 |
23.3 |
23.4 |
6.54% |
CO MAY DEFER CASH PYMTS FOR UP TO 60 MONTHS. |
| POPULAR N.A. CAP TRUST I |
US733186AA83 |
|
USD |
6.564 |
FIXED |
2 |
1000 |
67.1 |
68 |
9.65% |
CALL @ MAKE WHOLE +30BP. SHORT 1ST CPN. CO MAY DEFER PAYMENT FOR UP TO 10 CONSEC INT PERIODS. PAYS IN DIVIDENDS |
| PROSECURE FUNDING |
XS0249466730 |
|
EUR |
4.668 |
FIXED |
1 |
1000 |
101.1 |
102.4 |
4.56% |
LONG 1ST CPN. EEA SALES RESTRICTIONS. PAYS IN CASH REPRESENTING A GENUSSSCHEIN (UT2) INTEREST IN DEUTSCHE POSTBANK AG. |
| PRUDENTIAL PLC |
XS0170488992 |
2013-06-23 |
USD |
6.500 |
FIXED |
4 |
1000 |
100.3 |
101.3 |
6.42% |
CUMULATIVE PRFD CAPITAL SECS. PAYS IN DIVIDENDS |
| PRUDENTIAL PLC |
GB00B0G40271 |
2013-06-23 |
USD |
6.500 |
FIXED |
4 |
25 |
26.3 |
26.4 |
6.16% |
ISSUER OPT TO EXCH INTO NON-CUM PERP PREF SHRS FROM MARCH 2011. |
| PS BUSINESS PARKS INC |
US69360J8751 |
|
USD |
7.000 |
FIXED |
4 |
25 |
25 |
25 |
7.00% |
DEP SHR REPR 1/1000 SHR PFD. |
| PUBLIC STORAGE |
US74460D2320 |
|
USD |
6.625 |
FIXED |
4 |
25 |
25 |
25 |
6.63% |
DEPOSITARY SHARES EACH REPRESENTING 1/1,000TH OF A SHARE OF 6.625% CUMULATIVE PFD STOCK. |
| RABOBANK CAP FD TRST III |
US749769AA35 |
2016-10-21 |
USD |
5.254 |
VARIABLE |
2 |
1000 |
101.8 |
102.8 |
5.11% |
CPN=5.254% TO 12/31/16; THEN STEPS UP TO 3MO USLIBOR +159BP IF NOT CALLED. NON CUM PREFERRED SECURITY. SHORT 1ST CPN. |
| RABOBANK CAP FD TR IV |
XS0203782551 |
2019-12-31 |
GBP |
5.556 |
VARIABLE |
1 |
1000 |
101.6 |
103 |
5.39% |
CPN=5.556% TO 12/19 ANNLY (ACT/ACT); THEN STEPS UP TO 6MO œLIBOR +146BP IF NOT CALLED S/A (ACT/365). NON CUM PREFERRED SECURITY. SHORT 1ST CPN. PAYS IN CASH. |
| RABOBANK CAP FDG TR V |
XS0204236417 |
2014-12-31 |
AUD |
3.774 |
FLOATING |
4 |
1000 |
96 |
96.5 |
3.91% |
CPN=2MO BBSW + 67BP TO 12/04; 3MO BBSW + 67BP TO 12/14; THEN 3MO BBSW +167BP GTD TRUST PFD SECS MIN PIECE FOR AU AND US INVESTOR A $500,000; PAYS IN CASH |
| RABOBANK CAP FD TRUST VI |
XS0204237654 |
2014-12-31 |
AUD |
6.415 |
VARIABLE |
2 |
1000 |
101.2 |
101.6 |
6.31% |
CPN=6.415% TO 12/14, THEREAFTER BBSW3M + 167BP. SHORT FIRST CPN. GUARANTEED TRUST PREFERRED SECURITIES MIN PIECE FOR AU AND US INVESTOR A$500,000 |
| RABOBANK CAP FD TRST III |
XS0203891840 |
2016-10-21 |
USD |
5.254 |
VARIABLE |
2 |
1000 |
101.7 |
102.9 |
5.11% |
CPN=5.254% TO 12/31/16; THEN STEPS UP TO 3MO USLIBOR +159BP IF NOT CALLED. NON CUM PREFERRED SECURITY. SHORT 1ST CPN. PAYS IN CASH. |
| RABOBANK CAP FD TR IV |
XS0203783286 |
2019-12-31 |
GBP |
5.556 |
VARIABLE |
1 |
1000 |
101.7 |
102.8 |
5.40% |
CPN=5.556% TO 12/19 ANNLY (ACT/ACT); THEN STEPS UP TO 6MO USLIBOR +146BP IF NOT CALLED S/A (ACT/365). NON CUM PREFERRED SECURITY. SHORT 1ST CPN.ISS'D UNDER 144A |
| RABOBANK CAPITAL FUND II |
XS0180995945 |
2013-12-31 |
USD |
5.260 |
VARIABLE |
2 |
1000 |
101.5 |
102.5 |
5.13% |
CPN RATE=5.26% TO 12/13 S/A (30/360); THEREAFTER 3MO US$LIBOR +162.75BP QTRLY (ACT/360). SHORT 1ST CPN. PAYS IN DIVIDENDS |
| RABOBANK CAPITAL FUND II |
US749768AA51 |
2013-12-31 |
USD |
5.260 |
VARIABLE |
2 |
1000 |
101.2 |
102.5 |
5.13% |
CPN RATE=5.26% TO 12/13 S/A (30/360); THEREAFTER 3MO US$LIBOR +162.75BP QTRLY (ACT/360). ISS'D UNDER 144A. SHORT 1ST CPN. PAYS IN DIVIDENDS |
| RABOBANK NEDERLAND |
XS0214155458 |
2015-03-23 |
EUR |
4.828 |
VARIABLE |
1 |
1000 |
102.8 |
103.1 |
4.68% |
SERIES 1288A, TRANCHE 1. |
| RABOBANK NEDERLAND |
CH0102806061 |
2014-11-12 |
CHF |
6.875 |
VARIABLE |
1 |
5000 |
106 |
106.4 |
6.46% |
CPN=6.875% TO 11/14 ANNLY (30/360), THEN 6M CHF LIBOR + 496.5 BPS S/A (ACT/360).PAYS IN CASH. |
| RABOBANK NEDERLAND |
XS0368541032 |
2038-06-10 |
GBP |
6.910 |
VARIABLE |
2 |
1000 |
107 |
108.5 |
6.37% |
CPN=6.567% TO 12/09; THEN COUPON=6.91 TO 06/38; THEREAFTER 6MO UK LIBOR+282.5BP.PAYS IN CASH. |
| RABOBANK NEDERLAND |
CH0043174397 |
2018-06-27 |
CHF |
5.500 |
VARIABLE |
1 |
5000 |
106.9 |
107.7 |
5.11% |
CPN=5.5% (ANNL, 30/360 TO 06/18; THEN 6M CHF LIBOR +280 (SEMI-ANNUALLY, ACT/360)PAYS IN CASH. |
| RABOBANK NEDERLAND |
US749770AQ67 |
2019-06-30 |
USD |
11.000 |
VARIABLE |
2 |
1000 |
134.5 |
135.6 |
8.11% |
144A. LONG 1ST CPN. CPN= 11% TO 6/19, THERE AFTER 3MO US$LIBOR +1086.75BPS. PAYS IN CASH. |
| RABOBANK NEDERLAND |
XS0431744282 |
2019-06-30 |
USD |
11.000 |
VARIABLE |
2 |
1000 |
134.4 |
135.5 |
8.12% |
REGS. LONG 1ST CPN. CPN= 11% TO 6/19, THERE AFTER 3MO US$LIBOR +1086.75BPS. PAYS IN CASH. |
| RABOBANK NEDERLAND |
XS0387971152 |
2014-03-24 |
USD |
7.375 |
FIXED |
2 |
2000 |
104.7 |
105.9 |
6.96% |
NON-CUMULATIVE. PAYS IN CASH. |
| RBC CAPITAL TRUST |
CA74925YAC62 |
2015-12-31 |
CAD |
4.870 |
FIXED |
2 |
1000 |
107.4 |
107.6 |
4.53% |
NON-CUM TRUCS. 78BP OVER INTERPOL CAN 4.5% 6/1/15 & CAN 8% 6/1/23. SHORT 1ST CPNCALL @ MKWL + 19.5BP. HLDR OPT TO EXCH PFD SHRS. SUBJ TO MAND EXCH. PAYS IN CASH |
| RBC CAPITAL TRUST II |
CA74926HAA64 |
2013-12-31 |
CAD |
5.812 |
FIXED |
2 |
1000 |
102.6 |
102.7 |
5.66% |
NON-CUM TRUCS. HLDR OPT TO EXCH IN 1ST PFD SERIES U ON EVERY INT PYMT DATE FROM 12/31/13. CALL @ HIGHER OF CAN YLD +23BP OR 100% 12/31/08-12/31/13. SHORT 1ST. |
| RBS CAPITAL FND TRST VII |
US74928P2074 |
2013-06-10 |
USD |
6.080 |
FIXED |
4 |
25 |
23.3 |
23.3 |
6.52% |
ALSO LISTED EURONEXT. PAYMENTS HAVE BEEN SUSPENDED UNDER EU AGREEMENT FOR 24 MONTHS BEGINNING 1 APRIL 2011. PAYMENTS RESUMED JUNE 2013. |
| RBS CAPITAL FUND TRUST V |
US74928K2087 |
2013-06-10 |
USD |
5.900 |
FIXED |
4 |
25 |
23 |
23 |
6.41% |
DELISTED OTC 7/10/03. LISTED NYSE 7/11/03. PAYMENTS HAVE BEEN SUSPENDED UNDER EUAGREEMENT FOR 24 MONTHS BEGINNING 1 APRIL 2011. PAYMENTS RESUMED JUNE 2013. |
| RBS CAPITAL TRUST B |
XS0159056208 |
2013-09-30 |
USD |
6.800 |
FIXED |
4 |
1000 |
97.5 |
98.1 |
6.93% |
NON-CUMULATIVE PFD SECS. LONG 1ST CPN. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 3/31/12 |
| RBS CAPITAL TRUST C |
XS0237530497 |
2016-01-12 |
EUR |
4.243 |
VARIABLE |
1 |
1000 |
73.9 |
75.9 |
5.59% |
CPN=4.243 TO 01/16; THEN 3MO EURIBOR +169BP. LONG 1ST CPN.PAYS IN CASH. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 04/01/12 |
| RBS CAPITAL TRUST D |
XS0277453774 |
2017-06-08 |
GBP |
5.646 |
VARIABLE |
1 |
1000 |
78.9 |
82.1 |
6.88% |
CPN=5.6457% TO 06/17;THEN 3MO œLIBOR +169BP.FLOATING CPN PAYS ON END OF MAR,JUN,SEP,DEC.PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 6/8/11 |
| RBS CAPITAL TRUST I |
US749274AA41 |
2013-07-01 |
USD |
4.709 |
VARIABLE |
2 |
1000 |
81.4 |
83.8 |
5.62% |
CPN RTE=4.709% TO 7/13 S/A (30/360); THEN 3MO US$LIBOR +186.5BP. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 12/31/11 |
| RBS CAPITAL TRUST III |
US74927QAA58 |
2014-09-30 |
USD |
5.512 |
VARIABLE |
2 |
1000 |
83.4 |
86.2 |
6.39% |
CPN RATE=5.512% TO 9/14 S/A (30/360); THEN 3MO US$LIBOR+184BP QTRLY. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 3/31/12 |
| RBS CAPITAL TRUST IV |
US74927FAA93 |
2014-09-30 |
USD |
1.084 |
FLOATING |
4 |
1000 |
71.8 |
76.1 |
1.42% |
NON-CUM TRUST PFD SECS. PAYS IN CASH. PAYMENTS WERE SUSPENDED UNDER EU AGREEMENTFOR 24 MONTHS BEGINNING 4/30/10. PYMTS RESUMED 3/30/12. |
| REALTY INCOME CORP |
US7561097087 |
2013-06-10 |
USD |
6.750 |
FIXED |
12 |
25 |
25.8 |
25.8 |
6.54% |
DEPOSITARY SHARES EACH REPRESENTING 1/1000TH OF A SHARE OF CUMULATIVE PFD STK. CLASS E. |
| REGIONS FINANCING TR III |
US7591EM1073 |
|
USD |
8.875 |
FIXED |
4 |
25 |
25.5 |
25.5 |
8.70% |
CALL@MAKE-WHOLE 50 BP. INITIAL MTY 6/15/48. |
| RENAISSANCERE HOLDINGS L |
BMG7498P4083 |
2013-06-10 |
USD |
6.600 |
FIXED |
4 |
25 |
25.6 |
25.7 |
6.42% |
SHORT 1ST CPN. |
| HSBC USA CAP TR III |
US760715AB85 |
2013-06-10 |
USD |
7.750 |
FIXED |
2 |
1000 |
101.7 |
101.7 |
7.62% |
ISS'D IN EXCH OF LIKE 144A SEC. TRUPS (CAP TRUST PASS-THRU SEC). GTD BY REPUBLICNY CORP. CO MAY DEFER CASH PYMTS FOR UP TO 10 PAY PERIODS. PAYS IN CASH |
| RESPARCS FUNDING II LTD |
DE0009842542 |
2013-06-30 |
EUR |
7.500 |
FLAT TRADING |
1 |
1000 |
21.5 |
23 |
32.61% |
LONG 1ST CPN. CPN PYMT NOT PAID FOR YEARS 2010, 2011 AND 2012. |
| RESPARCS FUNDING LP I |
XS0159207850 |
2013-06-30 |
USD |
8.000 |
FLAT TRADING |
4 |
1000 |
21.1 |
22.5 |
35.56% |
LONG 1ST CPN. NON-CUMULATIVE. CPN PYMT CANCELLED FOR 2010. 6/30/11 CPN PAYMENT CANCELLED. PAYS IN CASH. |
| REXAM PLC |
XS0307868744 |
2017-06-29 |
EUR |
6.750 |
VARIABLE |
1 |
1000 |
108.1 |
108.7 |
6.21% |
CPN=6.75% TO 6/17;THEN 3MO EURIBOR +290BP (QRTLY, ACT/360). PAYS IN CASH. COC @100%/CPN INC +500BP SUBJ TO RATINGS TRIGGER. MAKE-WHOLE FROM 6/17 |
| RL FINANCE BONDS PLC |
XS0236968946 |
2015-12-15 |
GBP |
6.125 |
VARIABLE |
1 |
1000 |
96.1 |
97.4 |
6.29% |
CPN=6.125% TO 12/15 ANNLY(ACT/ACT); THEREAFTER 3MO œLIBOR +245BP QTRLY (ACT/365)LONG 1ST CPN. CALL @ MAKE-WHOLE +75BP. |
| ROYAL BK OF SCOTLAND PLC |
XS0195231526 |
2014-07-03 |
EUR |
0.811 |
FLOATING |
4 |
1000 |
67.1 |
68.8 |
1.18% |
CPN =3MO & 4MO INTERPL EURIBOR + 60BP TO 10/04; THEN 3MO EURIBOR + 60BP. IF NOT CALLED ON 07/14 3MO EURIBOR + 160BP T/AFTER. SERIES 1589. TRANCHE1. PAYS IN CASH |
| ROYAL BK SCOTLND GRP PLC |
US7800977628 |
2013-06-10 |
USD |
6.250 |
FIXED |
4 |
25 |
23.8 |
23.8 |
6.57% |
ADS REPR NON-CUM SER P PREF SHR. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 3/31/12 |
| ROYAL BK SCOTLND GRP PLC |
US7800977396 |
2013-06-10 |
USD |
6.600 |
FIXED |
4 |
25 |
24.4 |
24.4 |
6.76% |
LONG 1ST CPN. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 3/31/12 |
| ROYAL BK SCOTLND GRP PLC |
US7800977545 |
2013-06-10 |
USD |
6.750 |
FIXED |
4 |
25 |
24.6 |
24.6 |
6.86% |
NON-CUM PREF SHRS. LONG 1ST CPN. PAYMENTS WERE SUSPENDED UNDER EU AGREEMENT FOR 24 MONTHS BEGINNING 4/30/10. PYMTS RESUMED 3/31/12. |
| ROYAL BK SCOTLND GRP PLC |
US7800977479 |
2013-06-10 |
USD |
6.125 |
FIXED |
4 |
25 |
23.6 |
23.7 |
6.46% |
SERIES R. CATEGORY II NON-CUMULATIVE DOLLAR PREF SHRS. PAYMENTS WERE SUSPENDED UNDER EU AGREEMENT FOR 24 MONTHS BEGINNING 4/30/10. PYMTS RESUMED 3/31/12. |
| ROYAL BK SCOTLND GRP PLC |
US7800977131 |
2013-06-10 |
USD |
7.250 |
FIXED |
4 |
25 |
25.4 |
25.4 |
7.14% |
NON-CUM PREF SHRS. LONG 1ST CPN. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 3/31/12 |
| ROYAL BK SCOTLND GRP PLC |
DE000A0E6C37 |
2013-06-30 |
EUR |
5.250 |
FIXED |
1 |
1000 |
78.2 |
79.4 |
6.61% |
NON-CUM PREF SHARES. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 6/30/12 |
| ROYAL BK SCOTLND GRP PLC |
XS0205935470 |
2013-06-30 |
EUR |
5.500 |
FIXED |
1 |
1000 |
80 |
81.1 |
6.78% |
LONG 1ST CPN. NON-CUM PREF SHRS. PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 12/31/11 |
| ROYAL BK SCOTLND GRP PLC |
XS0323734961 |
2017-09-29 |
EUR |
7.092 |
VARIABLE |
1 |
50000 |
94.2 |
95.6 |
7.42% |
CPN=7.0916% TO 9/29/17 (ACT/ACT, ANNL);THEN 3MO EURIBOR +233BP (ACT/360, QTLY). PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 9/30/11 |
| ROYAL BK SCOTLND GRP PLC |
US780097AU54 |
2017-09-29 |
USD |
7.640 |
VARIABLE |
2 |
100000 |
97.4 |
98.3 |
7.77% |
SHORT 1ST CPN. CPN=7.64% TO 9/17; THEN 3MO3US$LIBOR + 232BP.NON-CUM. PAYS IN DIVNON-CUM.PYMTS SUSPND UNDER EU AGRMNT FOR 24 MNT STRTNG 4/30/10, RESUMED 3/30/12 |
| ROYAL BK SCOTLND GRP PLC |
XS0323865047 |
2017-10-05 |
USD |
6.990 |
VARIABLE |
2 |
1000 |
99.8 |
101.9 |
6.86% |
CPN=6.99% TO 10/17; THEN 3MO US$LIBOR +267BP. LONG 1ST CPN. PAYS IN CASH. PYMT WERE SUSPNDED UNDER EU AGRMT FOR 24 MO BEGINNING 4/30/10. RESUMED 4/5/12. |
| RSA INSURANCE GROUP PLC |
XS0254219735 |
2017-07-12 |
GBP |
6.701 |
VARIABLE |
1 |
1000 |
105.5 |
106.9 |
6.27% |
CPN RATE=6.701% TO 07/12/17 ANNLY (ACT/ACT); THEREAFTER 3MO œLIBOR + 251BP QRTLY(ACT/365). CALL @ MAKE-WHOLE +75BP. PAYS IN CASH |
| RZB FINANCE (JERSEY) LTD |
XS0193631040 |
2013-12-15 |
EUR |
1.695 |
VARIABLE |
2 |
1000 |
52.2 |
53.8 |
3.15% |
CPN RATE=6% TO 6/05 ANNLY; THEREAFTER ? CMS10 RATE +10BP S/A. MAX CPN=9%. PAYS IN CASH. |
| RZB FINANCE (JERSEY) LTD |
XS0173287862 |
2013-07-31 |
EUR |
5.895 |
VARIABLE |
1 |
100 |
72 |
75 |
7.86% |
CPN RATE=5.895% TO 7/13 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR + 270BP QTRLY (ACT/360). |
| RZB FINANCE JERSEY IV |
XS0253262025 |
2016-05-16 |
EUR |
5.169 |
VARIABLE |
1 |
50000 |
79.8 |
81.6 |
6.33% |
CPN=5.169% TO 05/16 ANNLY (ISMA 30/360); THEN 3MO EURIBOR +195BP QTLY (ACT/360).PAYS IN CASH |
| SANTANDER FIN PFD SA UNI |
US80281R3003 |
2013-06-10 |
USD |
6.410 |
FIXED |
4 |
25 |
25.3 |
25.5 |
6.28% |
ISS'D IN EXCH OF CUSIP 80281R201. |
| SANTANDER FIN PFD SA UNI |
XS0202197694 |
2013-09-30 |
EUR |
1.703 |
FLOATING |
2 |
1000 |
54.1 |
56 |
3.04% |
CPN=10YR ?CMS +5BP. MAX CPN=8%. NON-CUMULATIVE PERPETUAL GTD PREFERRED SEC. SERIES 2. PAYS IN CASH. |
| SANTANDER FIN PFD SA UNI |
XS0202774245 |
2013-07-08 |
EUR |
5.750 |
FIXED |
4 |
1000 |
89.8 |
90.2 |
6.37% |
NON-CUMULATIVE PERPETUAL GTD PREFERRED SEC. SERIES 3. PAYS IN CASH. |
| SANTANDER FIN PFD SA UNI |
US80281RAC60 |
2014-09-29 |
USD |
10.500 |
VARIABLE |
2 |
1000 |
106.8 |
109.3 |
9.61% |
CPN=10.5% TO 9/14(S/A,30/360); THEN 3MO US$LIBOR + 767.3BP (QTLY, ACT/360). EFF 6/13/12, TICKER SYMBOL CHANGE FROM STDpF TO SANpF. LISTED NYSE. |
| SANTANDER FIN PFD SA UNI |
XS0441528600 |
2014-07-27 |
EUR |
10.500 |
VARIABLE |
1 |
50000 |
106.7 |
108 |
9.72% |
CPN=10.5% TO 07/14 (ANNUAL, ACT/ACT); THEN 3MO EURIBOR +764BP (QTLY, ACT/360). |
| SANTANDER FIN PFD SA UNI |
XS0441528949 |
2014-07-27 |
GBP |
11.300 |
VARIABLE |
1 |
50000 |
106.3 |
107.9 |
10.47% |
CPN=11.3% TO 07/14 (ANNUAL, ACT/ACT); THEN 3MO GBP LIBOR +766BP (QTLY, ACT/365).SERIES 8. |
| SANTANDER FIN PFD SA UNI |
USE8683R1448 |
2014-09-29 |
USD |
10.500 |
FIXED |
4 |
25 |
27.7 |
27.8 |
9.44% |
SERIES 10, NON-CUMULATIVE. |
| SANTANDER FIN PFD SA UNI |
US80281R8051 |
2017-01-31 |
USD |
6.500 |
FIXED |
4 |
25 |
26.1 |
26.1 |
6.23% |
ISS'D IN EXCH OF 144A SEC; SEE CUSIP# 80281R508 |
| SANTANDER FIN PFD SA UNI |
US80281R7061 |
2013-08-21 |
USD |
6.800 |
FIXED |
4 |
25 |
25.6 |
25.8 |
6.59% |
ISS'D IN EXCH OF 144A: 80281R409. SEE ADD'L NOTE FOR TAX-WITHHOLDING DETAILS. CPN INC DUE TO FAILURE TO REGISTER |
| SANTANDER FIN PFD SA UNI |
US80281R8887 |
2017-03-05 |
USD |
4.000 |
FLOATING |
4 |
25 |
22.2 |
22.3 |
4.48% |
ISS'D IN EXCHANGE OF 80281R607. QDI ELIGIBLE. MIN CPN=4%. |
| SANTANDER FINANCE CAP |
XS0418134663 |
2019-03-18 |
EUR |
2.000 |
FIXED |
1 |
1000 |
27 |
29 |
6.90% |
NON-CUMULATIVE. SERIES VIII. PAYS IN DIVIDENDS. |
| SANTANDER FINANCE CAP |
XS0418135041 |
2019-03-18 |
EUR |
2.000 |
FIXED |
1 |
50000 |
27 |
32 |
6.25% |
NON-CUMULATIVE. SERIES IX. PAYS IN DIVIDENDS. |
| SANTANDER PERPETUAL |
XS0206920141 |
2014-12-10 |
EUR |
4.375 |
VARIABLE |
1 |
1000 |
75.5 |
77.6 |
5.64% |
CPN=4.375% T0 12/14 ANNLY (ACT/ACT); THEN 3MO EURIBOR +160BP QRTLY (ACT/360). PAYS IN CASH |
| SANTANDER PERPETUAL |
USE86920AA84 |
2017-10-24 |
USD |
6.671 |
VARIABLE |
2 |
100000 |
103.6 |
104 |
6.41% |
CPN=6.671% TO 10/17 (S/A, 30/360); THEN 3MO US$LIBOR +302.5BP (QTLY, ACT/360). PAYS IN CASH. |
| SANTANDER PERPETUAL |
US80281YAA55 |
2017-10-24 |
USD |
6.671 |
VARIABLE |
2 |
100000 |
103.6 |
104 |
6.41% |
ISS'D UNDER 144A. CPN=6.671% TO 10/17 (S/A, 30/360); THEN 3MO US$LIBOR +302.5BP (QTLY, ACT/360). PAYS IN CASH. |
| SANTANDER UK PLC |
XS0188550114 |
2016-03-22 |
GBP |
5.827 |
VARIABLE |
1 |
1000 |
83.6 |
83.6 |
6.97% |
CPN=5.827% TO 03/16; THEREAFTER 5-YR UKT + 213BP(ANNLY). |
| SANTANDER UK PLC |
XS0117974740 |
2013-06-28 |
EUR |
2.513 |
VARIABLE |
4 |
1000 |
65.8 |
68.4 |
3.67% |
CPN RATE=7.125% TO 9/10 (ANNLY,ACT/ACT); THEN 3MO EURIBOR +230BP (QTRLY,ACT/360)TRANCHE 5. SEASONED EFF 11/07/00. PAYS IN CASH |
| SANTANDER UK PLC |
XS0152838586 |
2018-02-09 |
GBP |
6.984 |
VARIABLE |
2 |
1000 |
83.1 |
83.1 |
8.40% |
CPN RATE=6.984% TO 2/18; THEREAFTER 6MO œLIBOR + 186BP. TIER I. PAYS IN CASH. |
| SANTANDER UK PLC |
XS0117973429 |
2030-09-30 |
GBP |
7.125 |
VARIABLE |
1 |
1000 |
92.7 |
97.5 |
7.31% |
CPN=7.125% TO 9/30;THEN 5YR GILT +350BP(ANN). CPN WILL RESET EVERY 5YRS.LONG 1STCPN. TRANCHE 4. ORG ISS AMT: œ175MM. ADDL œ100MM 8/01 @109.744. PAYS IN CASH |
| SANTANDER UK PLC |
XS0060837068 |
|
GBP |
10.063 |
FIXED |
2 |
1000 |
108 |
116 |
8.68% |
EACH œ1M BOND IS EXCH IN WHOLE OR IN PART @ ISSUER'S OPT FOR 1 ABBEY NATL 10?% PREF SHR ON ANY CPN DATE. SHORT 1ST CPN. |
| SANTANDER UK PLC |
XS0124569566 |
2026-02-14 |
GBP |
7.037 |
VARIABLE |
1 |
1000 |
99 |
101 |
6.97% |
CPN RATE= 7.037% (ANN) TO 2/26; THEREAFTER +375BP OVER 5YR UKT (ANN). PAYS IN CASH |
| SANTANDER UK PLC |
XS0117972967 |
2015-09-28 |
GBP |
7.500 |
VARIABLE |
1 |
1000 |
80 |
80 |
9.38% |
CPN RTE=7.5% TO 9/15; THEN 5YR GILT +340BP(ANN). CPN WILL RESET EVERY 5YRS. TRANCH 2. ORIGI ISS AMT: œ325MM. ADDL œ100MM ISS'D 8/01 @ 107.872%. PAYS IN CASH |
| SANTANDER UK PLC |
GB0000272145 |
|
GBP |
10.063 |
FIXED |
2 |
1000 |
105 |
115 |
8.75% |
EACH œ1M BOND IS EXCH IN WHOLE OR IN PART @ ISSUER'S OPT FOR 1 ABBEY NATL 10?% PREF SHR ON ANY CPN DATE. SHORT 1ST CPN. |
| SC BANK KOREA LTD |
USY48764AH01 |
2014-03-03 |
USD |
7.267 |
VARIABLE |
2 |
1000 |
103.7 |
104.3 |
6.97% |
CPN=7.267% TO 3/14 S/A (ISMA 30/360); THEREAFTER US$LIBOR + 429BP QTRLY PAY (ACT/360). EXTENDABLE FOR 30 YRS IF NOT REDEEMED. PAYS IN CASH. |
| SCANA CORPORATION |
US80589M2017 |
2015-01-30 |
USD |
7.700 |
FIXED |
4 |
25 |
27.3 |
27.4 |
7.03% |
CALL @ MAKE WHOLE T +50 UNTIL 1/30/15. |
| SCOTIABANK CAP TR |
CA80928BAC06 |
2036-12-31 |
CAD |
5.650 |
VARIABLE |
2 |
1000 |
122.4 |
123.4 |
4.58% |
CALL @HIGHER OF CANADIAN YLD +36BP OR 100% ON 12/31/11 & ON CPN PAY DATES UNTIL 12/31/36. SHORT 1ST CPN. CPN=5.65% UNTIL 12/2036, THEN 6MO CDOR+190B. AI=ACT/365 |
| SCOTIABANK CAP TRUST II |
CA80928BAB23 |
2013-07-08 |
CAD |
6.282 |
FIXED |
2 |
1000 |
100.7 |
100.7 |
6.24% |
BATS II(SCOTIABANK TRUST SECS). HDLR OPT TO EXCH ON INT PYMT DATES FROM 6/30/13.SHORT 1ST CPN. CALL @ HIGHER OF CANADIAN YLD + 28BP OR 100%. SERIES 2003-1. |
| SG CAPITAL TRUST III |
XS0179207583 |
2013-11-10 |
EUR |
5.419 |
VARIABLE |
1 |
1000 |
99.6 |
100.4 |
5.40% |
CPN RATE=5.419% TO 11/13; THEREAFTER 3MO EURIBOR +195BP. NON-CUM PFD SECS. PAYS IN DIVIDENDS |
| SIEMENS FINANCIERINGSMAT |
XS0266838746 |
2016-09-14 |
EUR |
5.250 |
VARIABLE |
1 |
1000 |
110.6 |
111.1 |
4.73% |
CPN=5.25% ANNLY (ACT/ACT) TO 09/16, THEN 3MO EURIBOR +225BP QTLY (ACT/360). CALL @ MAKEWHOLE + 75BP UNTIL 9/14/16. PAYS IN CASH. |
| SIEMENS FINANCIERINGSMAT |
XS0266840486 |
2016-09-14 |
GBP |
6.125 |
VARIABLE |
1 |
1000 |
111.1 |
111.8 |
5.48% |
CPN=6.125% ANNLY (ACT/ACT) TO 09/16, THEN 3MO œLIBOR +225BP QTLY (ACT/360). CALL @ MAKEWHOLE + 75BP UNTIL 9/14/16. PAYS IN CASH. |
| SKANDINAVISKA ENSKILDA |
US830505AL70 |
2014-03-25 |
USD |
4.958 |
VARIABLE |
2 |
1000 |
101.5 |
103.3 |
4.80% |
CPN RATE=4.958% TO 3/14 S/A (30/360);THEREAFTER 3MO US$LIBOR +182.75BP QRTLY (ACT/360). ISS'D UNDER 144A. PAYS IN CASH. |
| SKANDINAVISKA ENSKILDA |
US830505AM53 |
2015-03-23 |
USD |
5.471 |
VARIABLE |
2 |
1000 |
99.8 |
102.8 |
5.32% |
CPN RATE=5.471% TO 3/15 S/A (30/360); THEREAFTER 3MO US$LIBOR +154BP S/A (ACT/ 360). ISS'D UNDER 144A. CALL @ MAKE WHOLE +20BP. PAYS IN CASH |
| SKANDINAVISKA ENSKILDA |
XS0337453202 |
2017-12-21 |
EUR |
7.092 |
VARIABLE |
1 |
1000 |
111.4 |
112.5 |
6.30% |
CPN= 7.0922% TO 2017 (ACT/ACT, ANNUL); THEREAFTER 3MO EURIBOR +340BP (ACT/360, QRTLY). SHORT 1ST CPN. PAYS IN CASH. |
| SKANDINAVISKA ENSKILDA |
XS0454821462 |
2015-03-31 |
EUR |
9.250 |
VARIABLE |
1 |
1000 |
109.8 |
110.6 |
8.36% |
CPN RATE = 9.25% TO 3/15;THEREAFTER 5YR EUR SWAP+640BP. RATE RESETS EVERY 5 YRS.PAYS IN CASH. |
| SKANDINAVISKA ENSKILDA |
USW25381DL07 |
2014-03-25 |
USD |
4.958 |
VARIABLE |
2 |
1000 |
101.5 |
103.3 |
4.80% |
CPN RATE=4.958% TO 3/14 S/A (30/360);THEREAFTER 3MO US$LIBOR +182.75BP QTRLY (ACT/360). |
| SLM CORP |
US78442P3047 |
2013-06-12 |
USD |
6.000 |
FIXED |
4 |
25 |
25 |
25.1 |
5.98% |
DELISTED OTC AND LISTED NYSE EFF 12/30/03. |
| SNS BANK NEDERLAND |
XS0172565482 |
2013-07-22 |
EUR |
5.750 |
VARIABLE |
1 |
50000 |
3.3 |
10 |
57.50% |
CPN RATE=5.75% TO 7/22/13 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR + 275BP QTRLY (ACT/360). SERIES 370, TRANCHE 1. PAYS IN CASH |
| SNS BANK NV |
XS0468954523 |
2019-11-27 |
EUR |
11.250 |
VARIABLE |
1 |
1000 |
2 |
2 |
562.50% |
CPN=11.25% TO 11/19. ALSO LUX SE. |
| SNS REAAL GROEP NV |
XS0310904155 |
2017-07-17 |
EUR |
6.258 |
VARIABLE |
1 |
1000 |
2 |
2 |
312.90% |
CPN=6.258% TO 07/17 (ANNLY, ACT/ACT), THEN 3MO EURIBOR +229 BP (QTLY, ACT/360). PAYS IN CASH. |
| SOCIETE GENERALE |
FR0010136382 |
2015-01-26 |
EUR |
4.196 |
VARIABLE |
1 |
1000 |
96.8 |
98 |
4.28% |
CPN=4.196 TO 01/15; THEAFTER 3MO EURIBOR +153BP (ACT/360 QTRLY). PAYS IN CASH |
| SOCIETE GENERALE |
XS0336598064 |
2017-12-19 |
EUR |
6.999 |
VARIABLE |
1 |
50000 |
103.9 |
105 |
6.67% |
CPN=6.999% TO 12/17(ANN, ACT/ACT), THEN CPN=3MO EURIBOR +335BP (QTLY, ACT/360). PAYS IN CASH. |
| SOCIETE GENERALE |
XS0369350813 |
2018-06-16 |
GBP |
8.875 |
VARIABLE |
1 |
1000 |
107.3 |
108.7 |
8.16% |
CPN 8.875% TO 06/18; THEREAFTER 3MO LIBOR + 340 BPS IF CALL OPTION NOT EXERCISEDACT/ACT TO 6/16/18 AND THEN ACT/ACT. PAYS IN CASH. |
| SOCIETE GENERALE |
XS0449487619 |
2019-09-04 |
EUR |
9.375 |
VARIABLE |
1 |
50000 |
116.8 |
117.7 |
7.97% |
CPN= 9.375% TO 09/19 ANNUAL (ACT/ACT); THEREAFTER 3MO EURIBOR+890.1BP QTL(ACT/360) PAYS IN CASH. |
| SOCIETE GENERALE |
USF8586CAA02 |
2017-04-05 |
USD |
5.922 |
VARIABLE |
2 |
1000 |
99.3 |
100 |
5.92% |
CPN=5.922% ANNLY (30/360) TO 04/05/17 THEREAFTER 3MO US$ LIBOR + 175 QTLY (ACT/360). |
| SOCIETE GENERALE |
US83367TAA79 |
2017-04-05 |
USD |
5.922 |
VARIABLE |
2 |
1000 |
99 |
100 |
5.92% |
ISS'D UNDER 144A. CPN=5.922% TO 4/5/17; THEN 3MO US$LIBOR +175BP. |
| SOLVAY FINANCE |
XS0254808214 |
2016-06-02 |
EUR |
6.375 |
VARIABLE |
1 |
1000 |
110.1 |
110.8 |
5.75% |
CPN=6.375% ANNLY (ACT/ACT) TO 06/16, THEREAFTER 3MO EURIBOR +335 BP QTLY (ACT/360). PAYS IN CASH |
| SOVEREIGN CAPITAL TR VI |
US84604BAA70 |
2016-06-13 |
USD |
7.908 |
FIXED |
2 |
1000 |
106.9 |
107.3 |
7.37% |
CALL @MAKE WHOLE +50BP. PAYS IN CASH |
| SPAREBANK 1 SR BANK |
XS0167275121 |
2013-08-01 |
USD |
6.443 |
VARIABLE |
2 |
1000 |
99.5 |
99.6 |
6.47% |
CPN RATE=6.443% TO 5/13 S/A (30/360); THEN 3MO US$LIBOR +307.5BP QTRLY (ACT/360)NON-CUM PERP CAP CONTRIBUTION SECS. LONG 1ST CPN. PAYS IN DIVIDENDS |
| STANDARD BANK PLC |
XS0262708554 |
2016-07-27 |
USD |
8.012 |
VARIABLE |
1 |
1000 |
101.3 |
102.8 |
7.79% |
CPN=8.012% TO 07/16 (30/360), THEREAFTER 3MO US$LIBOR +325BP (ACT/360). PAYS IN CASH |
| STANDARD CHARTERED BANK |
XS0129229141 |
2016-05-11 |
GBP |
8.103 |
VARIABLE |
1 |
1000 |
113.2 |
114.5 |
7.08% |
CPN=8.103% TO 05/16; THEREAFTER 5YR GILT + 427.50 BP(ANNLY). CPN WILL RESET EVERY 5 YRS. PAYS IN CASH |
| STANDARD CHARTERED BANK |
XS0119816402 |
2022-01-31 |
GBP |
7.750 |
VARIABLE |
1 |
10000 |
115.6 |
117.5 |
6.60% |
CPN=7.75% TO 1/22; THEREAFTER 5 YR GILT +380BP(ANN). CPN WILL RESET EVERY 5 YRS.LONG 1ST CPN. SERIES 6, TRANCHE 1. PAYS IN CASH |
| STANDARD CHARTERED BANK |
XS0222434200 |
2020-07-14 |
GBP |
5.375 |
VARIABLE |
1 |
1000 |
103.2 |
104.9 |
5.12% |
CPN RATE=5.375% TO 7/20 (ACT/ACT), THEREAFTER 3MO œLIBOR +189BP (ACT/365). LONG 1ST CPN. PAYS IN CASH |
| STANDARD CHARTERED BANK |
XS0347919457 |
2014-12-24 |
USD |
9.500 |
VARIABLE |
2 |
1000 |
110.5 |
111.1 |
8.55% |
CPN=9.5% TILL 12/24/14; CT5+678BPS TILL 12/24/19; CT5+1017BPS THEREAFTER RESET EVERY 5 YRS. PAYS IN CASH. |
| STANDARD CHARTERED PLC |
USG84228AT58 |
2017-01-30 |
USD |
6.409 |
VARIABLE |
2 |
100000 |
103.3 |
104.5 |
6.13% |
LONG 1ST CPN. CPN=6.409% TO 1/2017 S/A (30/360); THEREAFTER 3MO US$LIBOR +151BPQTRLY (ACT/360). CALLABLE EVERY 10 YRS. NON-CUMALATIVE REDEEMABLE PREF SHARES. |
| STANDARD CHARTERED PLC |
US853254AA86 |
2017-01-30 |
USD |
6.409 |
VARIABLE |
2 |
100000 |
103.4 |
104.5 |
6.13% |
LONG 1ST CPN. CPN=6.409% TO 1/2017 S/A (30/360); THEREAFTER 3MO US$LIBOR +151BPQTRLY (ACT/360). ISS'D UNDER 144A. CALLABLE EVERY 10 YRS. |
| STANDARD CHARTERED PLC |
US853254AB69 |
2037-07-30 |
USD |
7.014 |
VARIABLE |
2 |
100000 |
110.2 |
111.2 |
6.31% |
LONG 1ST CPN. ISS'D UNDER 144A. ADS REPRESENTING NON-CUM REDEEMABLE PFD SHARES.CPN=7.014% TO 7/2037 (30/360); THEN 3MO US$LIBOR +146BP (ACT/360) PAYS IN DVD'S |
| STANDARD CHARTERED PLC |
XS0365481935 |
2013-11-27 |
USD |
8.125 |
FIXED |
2 |
2000 |
103 |
103.5 |
7.85% |
NONE-CUMULATIVE. PAYS IN DIVIDENDS. |
| STANDARD CHARTERED PLC |
US853254AC43 |
2037-07-30 |
USD |
7.014 |
VARIABLE |
2 |
100000 |
110.2 |
111.3 |
6.30% |
CPN=7.014% TO 7/2037 (30/360); THEREAFTER 3MO US$LIBOR +146BP (ACT/360) LONG 1STCPN. ADS REPRESENTING NON-CUM REDEEMABLE PFD SHARES. PAYS IN DIVIDENDS. |
| STATE BANK OF INDIA |
XS0287244627 |
2017-05-15 |
USD |
6.439 |
VARIABLE |
2 |
1000 |
100.9 |
102.2 |
6.30% |
NON-CUMULATIVE. PAYS IN CASH. |
| STOREBRAND LIVSFORSIKRIN |
XS0349201847 |
2013-06-26 |
EUR |
9.404 |
VARIABLE |
1 |
50000 |
100.9 |
101.9 |
9.23% |
CPN=9.404% TO 6/26/13; THEREAFTER 3MO EURIBOR+600BP. LONG 1ST CPN. PAYS IN CASH. |
| SUEDZUCKER INT FINANCE |
XS0222524372 |
2015-06-30 |
EUR |
5.250 |
VARIABLE |
1 |
1000 |
104.1 |
104.6 |
5.02% |
CPN RATE=5.25% TO 6/15 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +310BP (QTLY, ACT/360)PAYS IN CASH |
| SUNTRUST CAPITAL IX |
US8678851051 |
|
USD |
7.875 |
FIXED |
4 |
25 |
25.1 |
25.1 |
7.84% |
GREENSHOE=3.4MM SHARES. CALL @ MAKE WHOLE + 50BPS UNTIL 3/15/13. |
| SVENSKA HANDELSBANKEN AB |
XS0238196942 |
2015-12-16 |
EUR |
4.194 |
VARIABLE |
1 |
1000 |
102 |
102.9 |
4.08% |
CPN=4.194% TO 12/15 (ANNLY, ACT/ACT), THEN 3MO EURIBOR +168BP (QTRLY ACT/360). EEA SALES RESTRICTIONS. SERIES 185. PAYS IN CASH |
| SVENSKA HANDELSBANKEN AB |
XS0292434684 |
|
EUR |
|
FLOATING |
4 |
1000 |
95.3 |
99.8 |
0.00% |
CPN=3MO EURIBOR +30BP TO 03/12; THEREAFTER 3MO EURIBOR +180BP. UPPER TIER II. SERIES 209, TRANCHE 1. PAYS IN CASH. |
| SVENSKA HANDELSBANKEN AB |
XS0266243806 |
2013-09-04 |
GBP |
5.375 |
VARIABLE |
1 |
1000 |
100.8 |
101.2 |
5.31% |
CPN=5.375% TO 09/13 ANNLY (ACT/ACT); THEREAFTER 3MO œLIBOR +189BP QTRLY (ACT/365). UPPER TIER II. SERIES 198, TRANCHE 1. PAYS IN CASH. |
| SWEDBANK AB |
XS0188779028 |
2016-03-17 |
GBP |
5.750 |
VARIABLE |
2 |
1000 |
105.6 |
107.1 |
5.37% |
CPN=5.75 TO 3/16 (ACT/ACT); THEREAFTER 6MO œLIBOR + 192BP (ACT/365). SHORT 1ST CPN. SERIES 5. TRANCHE 1. PAYS IN CASH. |
| SWISS LIFE (JPM BANK) |
XS0235535035 |
2015-11-16 |
EUR |
5.000 |
VARIABLE |
1 |
50000 |
101.7 |
102.6 |
4.87% |
CPN=5% TO 11/15 ANNLY (ACT/ACT); THEN 3MO EURIBOR +243BP QTRLY (ACT/360). ISS'D BY JPM BANK. BORROWER: SWISS LIFE RENT.PAYS IN CASH |
| SYDBANK A/S |
XS0205055675 |
2014-11-24 |
EUR |
1.941 |
FLOATING |
2 |
1000 |
53.1 |
55.8 |
3.48% |
CPN=6.5% TO 11/05 (ANNLY); THEN 10YR ?CMS +20BP (S/A). MAX CPN=8%. NON-CUMULATIVE PERP. |
| SYDBANK A/S |
XS0235246948 |
2017-04-25 |
EUR |
1.307 |
FLOATING |
4 |
50000 |
70.5 |
75 |
1.74% |
CPN=3MO EURIBOR +110BP TO 04/17: THEN 3MO EURIBOR +210BP. |
| TALANX FINANZ AG |
XS0212420987 |
2015-06-30 |
EUR |
4.500 |
VARIABLE |
1 |
1000 |
100.7 |
102 |
4.41% |
CPN=4.5% TO 6/15 (ANNLY, ACT/ACT); THEN 3MO EURIBOR+192BP (QTRLY, ACT/360). SHORT 1ST CPN. |
| TECHNICOLOR |
FR0010237016 |
2015-09-25 |
EUR |
5.750 |
DEFAULTED |
1 |
1000 |
0.1 |
0.6 |
958.33% |
CPN=5.75% TO 09/15 (ACT/ACT); THEN 3MO EURIBOR +362.5BP (ACT/360). RESTRUCTURED, DIRTY PRICED. PAYS IN CASH |
| TELEPHONE & DATA SYSTEMS |
US8794338520 |
2013-06-10 |
USD |
6.625 |
FIXED |
4 |
25 |
25.5 |
25.7 |
6.44% |
SR NOTES. |
| TENNET HOLDING BV |
XS0484213268 |
2017-06-01 |
EUR |
6.655 |
VARIABLE |
1 |
1000 |
107.7 |
108.4 |
6.14% |
CPN=6.655 (ACT/ACT ANNL) TILL 06/01/2017;THEN CPN=5YR EURO SWP RATE + 360 BASIS POINTS. (ACT/ACT ANNL). PAYS IN CASH. |
| TORONTO-DOMINION BANK |
CA8911457734 |
2014-07-31 |
CAD |
6.250 |
VARIABLE |
4 |
25 |
26.3 |
26.4 |
5.92% |
CPN=6.25 UNTIL 7/31/14; THEREAFTER RESETS EVERY 5 YEARS @415BPS OVER GOC BOND YIELD.CONVERTIBLE INTO SERIES AJ ON CALL DTS. |
| TORONTO-DOMINION BANK |
CA8911457999 |
2014-04-30 |
CAD |
6.250 |
VARIABLE |
4 |
25 |
26 |
26 |
6.01% |
CPN=6.25 UNTIL 4/30/14; THEREAFTER RESETS EVERY 5 YEARS @438BPS OVER GOC BOND YIELD.CONVERTIBLE INTO SERIES AH ON CALL DTS. |
| TORONTO-DOMINION BANK |
CA8911457080 |
2013-10-31 |
CAD |
5.100 |
VARIABLE |
4 |
25 |
25 |
25.1 |
5.08% |
DVD=5.1% TIL 10/31/13; THEREAFTER RESETS EVERY 5YRS @+168BP OVER GOC BOND YIELD.CONVERTIBLE INTO SERIES Z ON CALL DATES. |
| TORONTO-DOMINION BANK |
CA8911606819 |
2013-06-10 |
CAD |
4.850 |
FIXED |
4 |
25 |
25.9 |
26 |
4.66% |
#N/A Field Not Applicable |
| TORONTO-DOMINION BANK |
CA8911458070 |
2014-01-31 |
CAD |
5.000 |
VARIABLE |
4 |
25 |
25.6 |
25.6 |
4.88% |
DVD=5% TIL 1/31/14; THEREAFTER RESETS EVERY 5YRS @+196BP OVER GOC BOND YIELD. CONVERTIBLE INTO SERIES AB ON CALL DATES. |
| TORONTO-DOMINION BANK |
CA8911453022 |
2013-06-10 |
CAD |
5.600 |
FIXED |
4 |
25 |
26.7 |
26.8 |
5.22% |
CLASS A, SERIES Q. |
| TORONTO-DOMINION BANK |
CA8911456090 |
2013-07-31 |
CAD |
5.000 |
VARIABLE |
4 |
25 |
25 |
25 |
5.00% |
CPN=5% UNTIL 7/31/13; THEREAFTER RESETS EVERY 5 YRS @+160BP OVER GOC BOND YIELD.CONVERTIBLE INTO SERIES T ON CALL DATES. GREENSHOE OF 2MM SHRS EXER--6/2/08. |
| TORONTO-DOMINION BANK |
CA8911454012 |
2013-06-10 |
CAD |
5.600 |
FIXED |
4 |
25 |
26.9 |
26.9 |
5.20% |
#N/A Field Not Applicable |
| TUI AG |
DE000TUAG059 |
2013-07-30 |
EUR |
7.507 |
VARIABLE |
4 |
1000 |
100.8 |
101.9 |
7.37% |
CPN=8.625% TO 1/13 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +730BP QTRLY (ACT/360). LONG 1ST CPN. PAYS IN BOTH CASH & DIVIDENDS |
| UBS AG JERSEY BRANCH |
DE000A0D1KX0 |
2015-04-15 |
EUR |
4.280 |
VARIABLE |
1 |
1000 |
101.9 |
102.7 |
4.17% |
CPN=4.28% TO 4/15 (ACT/ACT); THEN 3MO EURIBOR +158BP (ACT/360). PAYS IN CASH |
| UBS AG JERSEY BRANCH |
XS0336744650 |
2017-12-21 |
EUR |
7.152 |
VARIABLE |
1 |
50000 |
112.6 |
113.5 |
6.30% |
CPN=7.152% TO 12/17 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +345BP (ACT/360, QRTLY). SHORT 1ST CPN. PAYS IN CASH. |
| UBS CAPITAL SECURITIES L |
XS0357283257 |
|
EUR |
8.836 |
VARIABLE |
1 |
50000 |
99.5 |
100.8 |
8.77% |
CPN= 8.836% (ANNL, ACT/ACT) TO 04/13; THEN 3MO EURIBOR +465BP (QRTLY, ACT/360). SHORT LAST CPN FOR FIXED PRD. PAYS IN CASH. |
| UBS PREF FNDNG TRUST IV |
US90263W2017 |
2013-06-10 |
USD |
0.899 |
FLOATING |
12 |
25 |
16 |
16 |
1.40% |
CPN RATE=1MO US$LIBOR +70BP. SHORT 1ST CPN. LISTED NYSE EFF 05/30/03. |
| UNICREDIT INTL BANK |
XS0470937243 |
2019-12-10 |
EUR |
8.125 |
VARIABLE |
1 |
1000 |
105 |
106.7 |
7.61% |
NON-CUMULATIVE.CPN=8.125% TO 12/19 ANN (ACT/ACT),THEN 3MO EURIBOR +665BP QTRLY(ACT/ACT). |
| UNICREDIT INTL BANK |
XS0372556299 |
2018-06-27 |
GBP |
8.593 |
VARIABLE |
2 |
1000 |
98.6 |
100.8 |
8.52% |
CPN=8.5925% (S/A ACT/ACT) TO 06/18; THEN CPN=GBPLIBOR+3.95% (QRTLY, ACT/365). PAYS IN CASH. |
| UNICREDITO ITAL CAP TRST |
XS0231436667 |
2015-10-27 |
GBP |
5.396 |
VARIABLE |
1 |
1000 |
80.6 |
82 |
6.58% |
CPN=5.396% TO 10/15 (ANNLY, ACT/ACT); THEN 3MO œLIBOR + 176BP (QTRLY, ACT/360) NON-CUMM PREF SEC. PAYS IN DIVIDENDS |
| UNION FENOSA PREFERENTES |
XS0221627135 |
2015-06-30 |
EUR |
0.863 |
FLOATING |
4 |
50000 |
39.5 |
58.5 |
1.48% |
CPN=3MO EURIBOR +65BP TO 6/15; THEREAFTER 3MO EURIBOR +165BP. NON-CUM PREFERRED SECS. PAYS IN DIVIDENDS |
| UNITED OVERSEAS BANK LTD |
US911271AA24 |
|
USD |
4.500 |
FIXED |
2 |
1000 |
100.4 |
100.5 |
4.48% |
ISS'D UNDER 144A. LONG 1ST CPN. PAYS IN CASH |
| UNITED OVERSEAS BANK LTD |
USY9244WAF69 |
|
USD |
4.500 |
FIXED |
2 |
1000 |
100.4 |
100.5 |
4.48% |
LONG 1ST CPN. PAYS IN CASH. |
| UNITED OVERSEAS BANK LTD |
US911271AB07 |
2014-09-03 |
USD |
5.375 |
VARIABLE |
2 |
1000 |
104.8 |
104.9 |
5.12% |
ISS'D UNDER 144A. LONG 1ST CPN. PAYS IN CASH. |
| UNITED OVERSEAS BANK LTD |
USY9244WAW92 |
2014-09-03 |
USD |
5.375 |
VARIABLE |
2 |
1000 |
104.8 |
104.9 |
5.12% |
LONG 1ST CPN. PAYS IN CASH. |
| UOB CAYMAN LTD |
KYG9289K2003 |
2016-03-15 |
USD |
5.796 |
VARIABLE |
2 |
100000 |
106.3 |
107.5 |
5.39% |
CALL @ MAKE WHOLE +37.5BP NON-CUM NON-CVR PFD SHRS. SHORT 1ST CPN. PAYS IN DIVIDENDS |
| US BANCORP |
US9029731554 |
2013-06-10 |
USD |
3.500 |
FLOATING |
4 |
25 |
24 |
24 |
3.65% |
DIV RATE=3MO US$LIBOR +60BP OR 3.50%. DEP SHR=1/1,000 PFD SHR. |
| US BANCORP |
US9029738823 |
2013-06-03 |
USD |
7.875 |
FIXED |
4 |
25 |
25.3 |
25.3 |
7.78% |
NON-CUMULATIVE PFD STOCK. SERIES D. |
| USB CAPITAL IX |
US91731KAA88 |
2013-06-10 |
USD |
3.500 |
VARIABLE |
4 |
1000 |
93 |
93 |
3.76% |
CPN RATE=6.189% TO 4/15/11 S/A (30/360); THEREAFTER 3MO US$LIBOR +102BP QTRLY ACT/360). LONG 1ST CPN. MIN CPN=3.5%. PAYS IN DIVIDENDS |
| USB CAPITAL VI |
US9033042022 |
|
USD |
5.750 |
FIXED |
4 |
25 |
25.3 |
25.3 |
5.68% |
CO MAY DEFER CASH PYMTS FOR UP TO 20 QTRS. |
| USB CAPITAL VII |
US9033012082 |
|
USD |
5.875 |
FIXED |
4 |
25 |
25.1 |
25.1 |
5.85% |
CO MAY DEFER CASH PYMT FOR UP TO 20 QTRS. |
| USB CAPITAL VIII |
US9033072052 |
|
USD |
6.350 |
FIXED |
4 |
25 |
25.2 |
25.2 |
6.30% |
CO MAY DEFER CASH PYMT FOR UP TO 20 QTRS. |
| USB CAPITAL X |
US91731L2079 |
|
USD |
6.500 |
FIXED |
4 |
25 |
25.2 |
25.2 |
6.45% |
ISSR MAY DEFER CASH PYMT FOR UP TO 20 PAY PERIODS. |
| USB CAPITAL XII |
US9033052096 |
|
USD |
6.300 |
FIXED |
4 |
25 |
25 |
25 |
6.30% |
GREENSHOE=3MM SHARES. CUMULATIVE. |
| UT2 FUNDING PLC |
DE000A0GVS76 |
|
EUR |
5.321 |
FLAT TRADING |
1 |
1000 |
121.7 |
122.8 |
4.33% |
ALSO SPREAD=100BP OVER MID-RATE SWAPS. CPN & CAP PMT CONTINGENT ON CUM PROFIT PART SECS(GENUSSCHEINE) ISS'D BY DRESDNER BANK.SHORT 1ST. FLAT.PAYS IN CASH |
| VATTENFALL AB |
XS0223129445 |
2015-06-29 |
EUR |
5.250 |
VARIABLE |
1 |
1000 |
106.8 |
107.3 |
4.89% |
CPN=5.25% TO 06/15 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +295BP (QTRLY, ACT/360). PAYS IN CASH |
| VIACOM INC |
US92553P3001 |
|
USD |
6.850 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.82% |
LONG 1ST CPN. |
| VINCI SA |
FR0010289496 |
2015-11-13 |
EUR |
6.250 |
VARIABLE |
1 |
50000 |
108.8 |
109.5 |
5.71% |
CPN=6.25% TO 11/15 ANNLY; THEREAFTER 3MO EURIBOR +375BP QTRLY. SHORT 1ST CPN. PAYS IN CASH |
| VOESTALPINE AG |
AT0000A069T7 |
2014-10-31 |
EUR |
7.125 |
VARIABLE |
1 |
1000 |
106.1 |
106.8 |
6.67% |
CPN=7.125% TO 10/2014 (ANNLY ACT/ACT);THEN 3MO EURIBOR+505BP (QTLY ACT/360). PAYS IN CASH. |
| VORNADO REALTY LP |
US9290436024 |
2014-10-01 |
USD |
7.875 |
FIXED |
4 |
25 |
27.7 |
27.9 |
7.06% |
SR NOTES. GREENSHOE=2.4MM SHRS. EXERCISED=9/29/09. 30-YEAR FINAL MTY. |
| VORNADO REALTY TRUST |
US9290428773 |
2013-06-10 |
USD |
6.625 |
FIXED |
4 |
25 |
25.4 |
25.4 |
6.52% |
GREENSHOE EXERCISED 8/29/05, 400,000SHARES. ADD'L 3.4 MLN SHRS ISS'D 9/13/05. |
| WACHOVIA CAP TRUST IV |
US92978U2078 |
|
USD |
6.375 |
FIXED |
4 |
25 |
25.1 |
25.1 |
6.35% |
LONG 1ST CPN. SCHEDULE MTY 3/15/37. GREENSHOE 3MLN SHARES EXERCISED 2/14/07. |
| WACHOVIA PFD FUNDING |
US92977V2060 |
2022-12-31 |
USD |
7.250 |
FIXED |
4 |
25 |
28.4 |
28.4 |
6.38% |
SUBJ TO CONDITIONAL EXCHANGE. DELISTED OTC AND LISTED NYSE EFF 01/10/03 |
| WELLS FARGO & COMPANY |
US9497468796 |
2017-12-15 |
USD |
8.000 |
FIXED |
4 |
25 |
30.8 |
30.9 |
6.47% |
SHORT 1ST CPN. GREENSHOE=12MM SHRS EFF 12/20/07. DEPOSITARY SHARES EACH REPRESENTIN1/40TH OF SERIES J NON-CUM PFD STOCK. |
| WIENERBERGER AG |
DE000A0G4X39 |
2017-02-09 |
EUR |
6.500 |
VARIABLE |
1 |
1000 |
96 |
97.3 |
6.68% |
CPN=6.5% ANNLY (ACT/ACT) TO 02/17; THEN 3MO EURIBOR +325BP QRTRLY (ACT/360).ALSOCPN STEPS UP 500BP IF CHANGE OF CONTROL RATING DOWNGRADE. PAYS IN CASH. |
| WING HANG BANK LTD |
XS0296645012 |
2017-04-20 |
USD |
6.000 |
VARIABLE |
2 |
1000 |
104.3 |
105.4 |
5.69% |
CPN=6% TO 4/20/17 (30/360-ISMA; S/A); THEN 3MO US$LIBOR +185BP (ACT/360; QRTL). LONG 1ST CPN. CUMULATIVE. PAYS IN CASH. |
| WING HANG BANK LTD |
XS0387048266 |
2013-09-11 |
USD |
9.375 |
FIXED |
2 |
1000 |
102.1 |
103 |
9.10% |
#N/A Field Not Applicable |
| WOLTERS KLUWER NV |
NL0000119105 |
2013-05-14 |
EUR |
6.875 |
FIXED |
1 |
100 |
99.7 |
100.7 |
6.83% |
UNSEC'D. CUM CPN. PAYS IN CASH. |
| XCEL ENERGY INC |
US98389B8862 |
2013-05-31 |
USD |
7.600 |
FIXED |
4 |
25 |
25.3 |
25.3 |
7.51% |
CALL @ MAKE-WHOLE + 50BP UNTIL 1/16/13. SHORT 1ST CPN. SUBJ TO RATINGS TRIGGER. |
| ZIONS CAPITAL TRUST B |
US9897032028 |
|
USD |
8.000 |
FIXED |
4 |
25 |
25.4 |
25.4 |
7.87% |
CO MAY DEFER CASH PYMT FOR UP TO 20 QTRS. DELISTED OTC AND LISTED NYSE EFF 09/20/02 |
| ERSTE CAPITAL FINANCE JE |
XS0268694808 |
2016-09-28 |
EUR |
5.294 |
VARIABLE |
1 |
1000 |
39.8 |
42.2 |
12.55% |
CPN=5.294% TO 09/16 (ANNL, ACT/ACT); THEN 3MO EURIBOR + 227 BP (QTLY, ACT/360). SERIES 1 |
| BNP PARIBAS |
FR0010456764 |
2017-04-13 |
EUR |
5.019 |
VARIABLE |
1 |
50000 |
72 |
74.1 |
6.77% |
CPN=5.019% TO 04/17; THEN 3MO EURIBOR+ 172 BP. PAYS IN CASH. |
| NATIXIS |
FR0010600163 |
2018-03-28 |
EUR |
8.650 |
VARIABLE |
1 |
50000 |
56.6 |
57.3 |
15.10% |
CPN=8.65% TO 03/18 (ANNLY ACT/ACT), THEN 3M EURIBOR+532 BP (QTRLY, ACT/360). PRVT PLCMNT. |
| BNP PARIBAS |
FR0010477125 |
2012-06-06 |
USD |
6.500 |
FIXED |
4 |
2000 |
85.8 |
88.1 |
7.38% |
PAYS IN CASH. |
| BPCE SA |
FR0010871269 |
2015-03-17 |
EUR |
9.000 |
VARIABLE |
1 |
50000 |
72 |
74 |
12.16% |
CPN=9% TO 03/15 (ACT/ACT). THEN CPN=12MO EURIBOR + 6.533% TO 03/20 (ACT/360). THEREAFTER CPN=12MO EURIBOR + 8.533%. CALCS DO NOT CONSIDER STEP TO 12MEUR+8.533 |
| CAISSE FEDERALE DU CRDT |
FR0010128835 |
2014-11-18 |
EUR |
2.690 |
VARIABLE |
2 |
1000 |
37.6 |
42.5 |
6.33% |
CPN=6% TO 11/05; THEN 10YR =CMS + 17.5BP. MAX CPN=8%. |
| PEABODY ENERGY CORP |
US704549AG98 |
2036-12-20 |
USD |
4.750 |
FIXED |
2 |
1000 |
101.1 |
101.1 |
4.70% |
PRX/SHR=$58.3114. INIT CVR PREM=40%. GREENSHOE=$75MM. POISON PUT @101%. FINAL LEGAL MAT DATE: 12/15/66. |
| BANCO COMERC PORTUGUES |
PTBCPMOM0002 |
2014-06-29 |
EUR |
5.000 |
VARIABLE |
2 |
1000 |
13.9 |
14.1 |
35.46% |
CPN=7% TO 06/11 (30/360). THEN 6MO EURIBOR +250BP (ACT/360), MIN CPN=5%. SERIES 1. TRANCHE 1. PAYS IN CASH. |
| ISAR CAPITAL FUNDING |
DE000A1APTA4 |
2015-06-30 |
EUR |
10.000 |
FIXED |
1 |
1000 |
95 |
97 |
10.31% |
ISAR CAPITAL FUNDING-SILENT PARTNER IN MUENCHENER HYPOTHEKENBNK. |
| UBS PREF FNDNG TRUST II |
US90262WAA18 |
|
USD |
7.247 |
VARIABLE |
2 |
1000 |
100.5 |
100.5 |
7.21% |
CPN RATE=7.247% TO 6/26/11 S/A (30/360); THEREAFTER 3MO US$LIBOR +230BP QTRLY ACT/360). NON CUM CAP TRUST SECS. |
| UNICREDIT SPA |
XS0527624059 |
2020-07-21 |
EUR |
9.375 |
VARIABLE |
1 |
1000 |
48 |
50 |
18.75% |
TRIGGER EVENT IF TOTAL CAPITAL FALLS BELOW THE HIGHER OF 6% OR THE BANK OF ITALY'S THEN MINIMUM REQUIREMENT |
| CREDIT LOGEMENT SA |
FR0010301713 |
2012-03-16 |
EUR |
2.679 |
VARIABLE |
4 |
50000 |
49.9 |
52.3 |
5.12% |
CPN=4.604% (ANNLY, ACT/ACT) TO 03/11, THEN 3MO EURIBOR +115BP (QTLY, ACT/360). |
| AAREAL BANK CAP FND TRST |
XS0138973010 |
2011-12-31 |
EUR |
7.125 |
FIXED |
4 |
25 |
14.3 |
14.6 |
12.20% |
SHORT 1ST CPN. SUPPORT AGRMT ISS'D BY AAREAL BANK AG. |
| ZURICH INSURANCE CO |
CH0117606514 |
2016-05-26 |
CHF |
4.250 |
VARIABLE |
1 |
5000 |
96.2 |
97.4 |
4.36% |
CPN=4.25% to 05/16 ANNLY (30/360). THEREAFTER 3MO CHF LIBOR +304.6. PAYS IN CASH |
| HELVETIA SCHWEIZERISCHE |
CH0119799424 |
2015-11-30 |
CHF |
4.750 |
VARIABLE |
1 |
5000 |
99.7 |
100.3 |
4.74% |
CPN=4.75% TO 11/15 ANNLY(30/360) THEREAFTER 3MO CH LIBOR + 359.6 (ACT/360). PAYS IN CASH. |
| SWISS LIFE AG |
CH0122488445 |
2016-10-04 |
CHF |
5.250 |
VARIABLE |
1 |
5000 |
93.3 |
94.1 |
5.58% |
CPN 5.25% UNTIL 10/16, THEN RESETS EVERY 5 YRS @ CHF 5YR MID SWAPS 355.1. |
| SCOR SE |
CH0123693969 |
2016-08-02 |
CHF |
5.375 |
VARIABLE |
1 |
5000 |
89.1 |
90.1 |
5.97% |
CPN=5.375% TO 08/16 (ANNLY); THEN 3MO CHF LIBOR + BP373.59 (QTLY). |
| AGENCE FRANCAISE DEVELOP |
FR0010074328 |
2014-04-22 |
EUR |
4.605 |
VARIABLE |
1 |
1000 |
77 |
79 |
5.83% |
CPN RATE=4.605% TO 4/14 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +132BP QRTLY (ACT/360). PAYS IN CASH. |
| NATIXIS |
FR0010531012 |
2017-10-18 |
EUR |
6.307 |
VARIABLE |
1 |
50000 |
52.5 |
54 |
11.68% |
CPN=6.307% TO 10/17 (ANNLY ACT/ACT); THEN CPN=3MO EURIBOR +268BP (QTLY ACT/360). |
| NATIXIS |
FR0010607747 |
2013-04-16 |
USD |
9.000 |
FIXED |
2 |
2000 |
80 |
85 |
10.59% |
#N/A Field Not Applicable |
| BNP PARIBAS |
FR0010638338 |
2018-07-02 |
EUR |
7.781 |
VARIABLE |
1 |
50000 |
79.1 |
80.7 |
9.64% |
#N/A Field Not Applicable |
| BPCE SA |
FR0010777516 |
2015-09-30 |
EUR |
13.000 |
FIXED |
1 |
1000 |
96 |
101 |
12.87% |
LONG 1ST CPN. |
| BPCE SA |
FR0010777524 |
2019-09-30 |
EUR |
12.500 |
VARIABLE |
1 |
1000 |
88.4 |
89.5 |
13.97% |
CPN=12.5 %TO 09/19 (ACT/ACT);THEREAFTER CPN=3MO EURIBOR + 1,313 BASIS POINTS (ACT/360). PAYS IN CASH. |
| BPCE SA |
FR0010777532 |
2015-09-30 |
USD |
13.000 |
FIXED |
1 |
1500 |
92.3 |
92.3 |
14.08% |
PAYS IN CASH. |
| SUEZ ENVIRONNEMENT |
FR0010945188 |
2015-09-21 |
EUR |
4.820 |
VARIABLE |
1 |
50000 |
91.6 |
93 |
5.18% |
CPN=4.82% UNTIL 21/09/2015; PREVAILING=5Y MS + 290 BPS UNTIL 21/09/2020; THEREAFTER 3MO EURIBOR + 390 BP. PAYS IN CASH. |
| HSBC BANK PLC |
GB0005903413 |
2011-12-23 |
USD |
0.538 |
FLOATING |
2 |
10000 |
45.3 |
47.9 |
1.12% |
CPN RATE=6MO $LIBOR +10BP. SUBORDINATED. COUPON IS BASED ON REFERENCE BANKS. |
| STANDARD CHARTERED PLC |
GB0008399700 |
|
GBP |
8.250 |
FIXED |
2 |
1 |
111 |
114.5 |
1.80% |
JOINT LD MGRS: CAZENOVE & CO AND SBC WARBURG (UK). |
| STANDARD CHARTERED PLC |
GB0008401324 |
|
GBP |
7.375 |
FIXED |
2 |
1 |
103 |
107 |
1.72% |
NON-CUM IRRED PREF SH'S. PY DT: |
| HBOS EURO FINANCE LP |
GB0058322420 |
2012-03-09 |
EUR |
7.627 |
VARIABLE |
1 |
1000 |
63.1 |
65.8 |
11.59% |
DIV RATE=7.627% ANNLY TO 12/11 ANNLY (ACT/ACT); THEREAFTER 3MO EURIBOR +287.5BP QTRLY (ACT/360). N/C FROM HALIFAX GRP EURO FINANCE JERSEY EFF 7/1/02. |
| HBOS STERLING FIN JERSEY |
GB0058327924 |
2031-12-09 |
GBP |
7.881 |
VARIABLE |
1 |
1000 |
64.6 |
67.3 |
11.71% |
DIV RATE=7.881% ANNLY TO 12/31 ANNLY (30/360); THEREAFTER 5-YR UKT +440BP(ANN). NON-CUM SECS. NAME CHG FROM HALIFAX GROUP STERLING FINANCE (JERSEY) EFF 7/1/02. |
| BANCO ESPIR SANTO DE INV |
PTESSMOM0016 |
2015-10-20 |
EUR |
8.500 |
FIXED |
2 |
1000 |
17.8 |
17.9 |
47.49% |
#N/A Field Not Applicable |
| ALLY FINANCIAL INC |
US02005N3089 |
2016-05-15 |
USD |
8.500 |
VARIABLE |
4 |
25 |
17.5 |
17.6 |
12.07% |
NON-CUMULATIVE PREFERRED STOCK SERIES A. DVD=8.5% TO 5/16, THEN 3MO US$ LIBOR +624.3BP. |
| ASSURED GUARANTY US HLDG |
US04622DAA90 |
2016-12-15 |
USD |
6.400 |
VARIABLE |
2 |
1000 |
76.5 |
76.5 |
8.37% |
CPN=6.4% UNTIL 12/16 S/A (30/360); THEREAFTER 3MO LIBOR +238BP QTRLY (ACT/360). CALL @MAKE WHOLE +30BP. SHORT 1ST CPN. PAYS IN CASH. |
| ING GROEP NV |
US4568372027 |
2012-03-15 |
USD |
7.050 |
FIXED |
4 |
25 |
18 |
18 |
9.79% |
PERPETUAL DEBT SECS. LISTED NYSE EFF 07/19/02 |
| ING GROEP NV |
US4568373017 |
2012-03-15 |
USD |
7.200 |
FIXED |
4 |
25 |
18.8 |
18.8 |
9.57% |
PERPETUAL DEBT SECS. SUBJ TO INTEREST DEFERRAL. DELISTED OTC EFF 12/16/02 AND REINSTATED NYSE EFF 12/17/02. $100MM GREENSHOE EXER. |
| ING GROEP NV |
US4568374007 |
2012-01-15 |
USD |
6.200 |
FIXED |
4 |
25 |
16.1 |
16.1 |
9.63% |
PERPETUAL DEBT SECS. DELISTED FROM OTC-SYMBOL IGOEF AND LISTED ON NYSE-SYMBOL ISP EFF.11/6/03. CUMULATIVE. |
| BPCE SA |
USF11494AA36 |
2019-09-30 |
USD |
12.500 |
VARIABLE |
2 |
1000 |
90.7 |
94.7 |
13.20% |
CPN = 12.5% TO 9/19; THEREAFTER 3 MONTH US LIBOR + 1298BP. (ACT/360). PAYS IN CASH. |
| NATIXIS |
USF6483LHM57 |
2018-04-30 |
USD |
10.000 |
VARIABLE |
2 |
1000 |
82 |
82 |
12.20% |
CPN=10% TO 4/30/18 (S/A, 30/360); THEREAFTER 3 MO US$ LIBOR +651BP (QTLY, ACT/360). |
| GENERAL SHOPPING FINANCE |
USG3812BAB65 |
2015-11-09 |
USD |
10.000 |
FIXED |
4 |
1000 |
105.5 |
105.5 |
9.48% |
POISON PUT @ 101%. |
| LUPATECH FINANCE LTD |
USG57058AA01 |
2012-07-10 |
USD |
9.875 |
FIXED |
4 |
1000 |
51.5 |
51.5 |
19.17% |
#N/A Field Not Applicable |
| ODEBRECHT FINANCE LTD |
USG6710EAF72 |
2015-09-14 |
USD |
7.500 |
FIXED |
4 |
1000 |
98.9 |
98.9 |
7.58% |
#N/A Field Not Applicable |
| SWISS RE CAPITAL I LP |
USG86303AA52 |
2016-05-25 |
USD |
6.854 |
VARIABLE |
2 |
1000 |
89 |
89 |
7.70% |
CPN=6.854% TO 05/25/16 (30/360); THEREAFTER 6MO US$LIBOR +217.8BP (ACT/360). LONG 1ST CPN. CALL @ MAKE WHOLE + 37.5 BP. PAYS IN CASH |
| BR PROPERTIES SA |
USP1909VAA28 |
2015-10-07 |
USD |
9.000 |
FIXED |
4 |
1000 |
101.5 |
101.5 |
8.87% |
#N/A Field Not Applicable |
| COSAN SA INDUSTRIA E COM |
USP31573AB77 |
|
USD |
8.250 |
FIXED |
4 |
1000 |
100.3 |
100.3 |
8.23% |
LONG 1ST CPN. |
| ENERGISA SA |
USP3769SAD82 |
2016-01-28 |
USD |
9.500 |
FIXED |
4 |
1000 |
104.5 |
104.5 |
9.09% |
POISON PUT @ 101%. BOND HAS A DEFERRAL OPTION. |
| GLOBO COMMUNICACOES PART |
USP47773AK54 |
2015-07-20 |
USD |
6.250 |
STEP CPN |
4 |
1000 |
105.5 |
105.5 |
5.92% |
ISS'D IN MAND EXCH FOR PONTIS LTD 6.25% DUE 2010: US732650AA41/USG7170KAA54 |
| REDE ENERGIA SA |
USP8001VAD84 |
2012-04-02 |
USD |
11.125 |
FIXED |
4 |
1000 |
66.5 |
66.5 |
16.73% |
CHANGE OF CONTROL REPURCHASE @ 101% 3 QTRLY PYMTS HELD BY TRUSTEE IN INT RESERVE ACCOUNT. |
| HSBC BANK PLC |
XS0015190423 |
2012-03-30 |
USD |
0.875 |
FLOATING |
2 |
10000 |
45.4 |
46.8 |
1.87% |
CPN RATE=6MO $LIBOR +25BP. MIN=5% TO 9/95. |
| ROTHSCHILD CONTIN FIN |
XS0048662232 |
2024-02-15 |
GBP |
9.000 |
FIXED |
1 |
1000 |
99.9 |
101.6 |
8.86% |
CALLABLE FROM 2/15/04-2/15/24 @HIGHER OF 100% OR UK GILT YIELDS. CALLABLE FROM 2/15/24 & EVERY 15YRS THEREAFTER @100%. GTD BY ROTHSCHILD CONTIN ON SUB BASIS. |
| LLOYDS TSB BANK PLC |
XS0156372343 |
2012-02-22 |
USD |
6.900 |
FIXED |
4 |
1000 |
73.1 |
75.5 |
9.14% |
NON CUM CAPITAL SEC. LONG 1ST CPN. TIER I. ORIGINAL ISSUE AMT: $850MM. ADD'L $150MM ISS'D 11/02 @100.6%. PAYS IN CASH |
| CAIXA GERAL DE DEPOSITOS |
XS0160043328 |
2012-12-18 |
EUR |
2.831 |
EXCHANGED |
4 |
1000 |
75 |
80 |
3.54% |
CPN RATE=3MO EURIBOR +130BP TO 12/12; THEREAFTER +280BP. SERIES 237. |
| HBOS CAPITAL FUNDING LP |
XS0165483164 |
2011-12-23 |
USD |
6.850 |
FIXED |
4 |
1000 |
64.8 |
64.8 |
10.57% |
NON-CUM PFD SECS. LONG 1ST CPN. TIER I. PAYS IN DIVIDENDS |
| NBP CAPITAL TRUST III |
XS0176710068 |
2012-01-27 |
USD |
7.375 |
FIXED |
4 |
1000 |
63 |
68.6 |
10.75% |
PAYS IN DIVIDENDS |
| ZURICH FINANCE (UK) PLC |
XS0177600920 |
2022-10-02 |
GBP |
6.625 |
VARIABLE |
1 |
1000 |
83.4 |
85.5 |
7.75% |
CPN=6.625% (ANN) TO 10/22; THERAFTR +285BP OVER 5YR UKT (ANN). SERIES 7. INITIALCOVERED DEBT UNDER A REPLACEMENT CAPITAL COVENANT. SEE SEC SPECIFIC NEWS. |
| AVIVA PLC |
XS0206511486 |
2020-07-27 |
GBP |
5.902 |
VARIABLE |
1 |
1000 |
65.2 |
67.3 |
8.77% |
CPN RATE=5.9021% TO 7/20 (ANNLY ACT/ACT); THEN 6MO GBPLIBOR +188BP (S/A ACT/365) IF NOT CALLED. TIER I BOND. PAYS IN CASH |
| NIBC BANK NV |
XS0249580357 |
2012-03-30 |
EUR |
3.693 |
VARIABLE |
1 |
1000 |
43.5 |
49.4 |
7.48% |
CPN=8% TO 3/11; THEN 10YR CMS +10BP. MAX CPN=8%. TIER I. PAYS IN CASH |
| NIBC BANK NV |
XS0269908074 |
2012-10-18 |
USD |
7.625 |
FIXED |
1 |
5000 |
60.3 |
63.1 |
12.08% |
PAYS IN CASH. |
| GENERAL ELEC CAP CORP |
XS0319640834 |
2017-09-15 |
GBP |
6.500 |
VARIABLE |
2 |
1000 |
87.5 |
89.9 |
7.23% |
CPN=6.5% TO 09/17 (ACT/ACT S/A); THEN 3MO GBP LIBOR + 200BP (ACT/365 QTLY). LONG 1ST CPN. CALL@MW+24BP TO 9/15/2017. PAYS IN CASH. |
| AGEAS HYBRID FINANCING |
XS0346793713 |
2013-08-27 |
USD |
8.250 |
FIXED |
2 |
2000 |
70.5 |
70.5 |
11.70% |
CUMULATIVE CPN. |
| NYKREDIT |
XS0347918640 |
2015-04-01 |
EUR |
9.000 |
VARIABLE |
1 |
1000 |
104 |
104.8 |
8.59% |
PASSPORTED IN DK, FI, DE, NO, IR, SP, SE, NL, UK. CPN = 9% TILL 04/15, T/AFTER VAR CPN = 5YR MIDSWAP + 615BP; MIDSWAP IS RESET EVERY 5YRS. PAYS IN CASH |
| SOCIETE GENERALE |
XS0365303329 |
2013-05-22 |
EUR |
7.756 |
VARIABLE |
1 |
50000 |
60 |
62 |
12.51% |
CPN=7.756% TO 05/13 (ANN, ACT/ACT), THEN CPN=3MO EURIBOR+335BP (QTLY, ACT/360). PAYS IN CASH. |
| AMERICAN INTL GROUP |
XS0365323608 |
2018-05-22 |
EUR |
8.000 |
VARIABLE |
1 |
50000 |
84.2 |
86.8 |
9.22% |
CPN=8% TO 5/18 (ANNL;ACT/ACT) ;THEN 3MO EURIBOR+445BP(QTLY;ACT/360). MAKE WHOLE CALL@OBL+50BP.PROV CALL. FINAL MTY: 05/22/2068. |
| LLOYDS BANKING GROUP PLC |
XS0406095041 |
2013-11-29 |
USD |
7.875 |
FLAT TRADING |
2 |
1000 |
65.1 |
68.5 |
11.50% |
NON-CUM PFD SEC. 1-1 EXCHANGE WITH XS0364497999. MAY 2010 CPN NOT PAID. AFFECTED BY DIVIDEND AND COUPON RESTRICTIONS. |
| LLOYDS BANKING GROUP PLC |
XS0406095637 |
2013-11-29 |
EUR |
7.875 |
FLAT TRADING |
1 |
1000 |
65 |
65 |
12.12% |
NON-CUM IRREDEEMABLE PFD SEC. 1-1 EXCHANGE WITH XS0364497643. AFFECTED BY DIVIDEND AND COUPON RESTRICTIONS. SEE SEC SPEC NEWS |
| LLOYDS TSB BANK PLC |
XS0408620721 |
2029-01-22 |
GBP |
13.000 |
FLAT TRADING |
2 |
1000 |
106.7 |
109.3 |
11.89% |
CPN=13% (S/A) TO 01/29; THEN IF NOT CALLED, STEPS UP TO 5Y TSY+1340BP (S/A). CPNDEFERRED EFF 07/10. AFFECTED BY DIV AND CPN RESTRICTIONS. SEE SEC SPEC NEWS. |
| LLOYDS TSB BANK PLC |
XS0408623311 |
2019-01-22 |
EUR |
13.000 |
FLAT TRADING |
2 |
1000 |
102.5 |
102.5 |
12.68% |
CPN=13%. IF NOT CALLED ON 01/22/2019 CPN=3M EURIBOR+14%.CPN DEFERRED EFF 07/10. AFFECTED BY DIVIDEND AND CPN RESTRICTIONS. SEE SEC SPEC NEWS. PAYS IN CASH. |
| GE CAPITAL TRUST II |
XS0491211644 |
2017-09-15 |
EUR |
5.500 |
VARIABLE |
1 |
1000 |
80.7 |
82.3 |
6.68% |
CPN=5.5% TO 09/17 (ACT/ACT ANNLY); THEN 3MO EURIBOR + 200BP (ACT/360 QTLY). ISS'D IN EXCH OF XS0319639745/XS0319639232 |
| GE CAPITAL TRUST III |
XS0491211990 |
2017-09-15 |
GBP |
6.500 |
VARIABLE |
2 |
1000 |
87.8 |
88.8 |
7.32% |
CPN=6.5% TO 09/17 (ACT/ACT S/A); THEN 3MO GBP LIBOR + 200BP (ACT/365 QTLY). ISS'D IN EXCH OF XS0319641725/XS0319640834. CALL@MW+24BP TO 9/15/2017 |
| GE CAPITAL TRUST IV |
XS0491212451 |
2016-09-15 |
EUR |
4.625 |
VARIABLE |
1 |
1000 |
80.6 |
82.3 |
5.62% |
CPN=4.625% TO 09/16 (ANNLY, ACT/ACT); THEN 3MO EURIBOR +160BP (QRTLY, ACT/360). ISS'D IN EXCH XS0267167053/XS0267166246 |
| GE CAPITAL TRUST V |
XS0491212535 |
2016-09-15 |
GBP |
5.500 |
VARIABLE |
2 |
1000 |
84 |
84 |
6.55% |
CPN=5.5% TO 09/16 (S/A, ACT/ACT); THEN 3MO GBPLIBOR +100BP (QRTLY, ACT/365). ISS'D IN EXCH OF XS0267168291/XS0267167566 |
| CLAUDIUS (CREDIT SUISSE) |
XS0531067659 |
2015-12-12 |
USD |
7.875 |
FIXED |
2 |
2000 |
95.4 |
96.8 |
8.14% |
CREDIT SUISSE ISSUING VIA CLAUDIUS. |
| CHARLOTTENBURG CAPITAL I |
XS0540295275 |
2016-06-30 |
EUR |
10.750 |
FIXED |
1 |
1000 |
83.8 |
87.8 |
12.24% |
PASSPORTED TO GERMANY, BELGIUM, AUSTRIA, NETHERLANDS AND IRELAND. |
| RWE AG |
XS0542298012 |
2015-09-28 |
EUR |
4.625 |
VARIABLE |
1 |
1000 |
91.5 |
92.5 |
5.00% |
FIX CPN = 4.625 UNTIL 09/15, THEN RESET OF 5 YR MID-SWAPS +265 UNTIL 09/20. FLOATING PERIOD FROM 09/20 12MO EURIBOR + INITIAL SPREAD + 100 BPS. PAYS IN CASH |
| PHBS LTD |
XS0543477821 |
2015-09-29 |
USD |
6.625 |
FIXED |
2 |
1000 |
88.5 |
90.1 |
7.35% |
CUMULATIVE CPN DEFERRAL. PAYS IN CASH. |
| INTESA SANPAOLO SPA |
XS0545782020 |
2016-06-01 |
EUR |
9.500 |
VARIABLE |
1 |
50000 |
62.1 |
63.1 |
15.06% |
CPN=9.5 TO 06/16, THEN CPN RESET EVERY 5 YRS @ PREVAILING 5YR EUR MID SWAP+757BPTRIGGER EVNT IF TOTAL CAPTL FALLS BLW THE HIGHER OF 6% OR THE BOI THEN MIN REQ |
| COSAN OVERSEAS LTD |
XS0556373347 |
2015-11-05 |
USD |
8.250 |
FIXED |
4 |
1000 |
101 |
101 |
8.17% |
#N/A Field Not Applicable |
| ALLIANDER NV |
XS0558238043 |
2015-11-11 |
EUR |
4.875 |
VARIABLE |
1 |
1000 |
97.6 |
98.6 |
4.94% |
PERPETUAL MTY. ANALYTICS TO FIRST CALL DATE. SECURITY HAS NOT BEEN CALLED. PAYS IN CASH. |
| DONG ENERGY A/S |
XS0560190901 |
2021-06-01 |
EUR |
7.750 |
VARIABLE |
1 |
1000 |
103.5 |
105.1 |
7.37% |
SEC NOT CALLED. CALL DATE ENTERED FOR CALCULATION PURPOSES ONLY. PAYS IN CASH. CPN=7.75% (ACT/ACT) UNTIL 2021; THEREAFTER CPN=12MO EUR + 550BP (ACT/360). |
| RABOBANK NEDERLAND |
XS0583302996 |
2016-07-26 |
USD |
8.375 |
VARIABLE |
2 |
1000 |
99 |
100.3 |
8.35% |
CPN=8.375% UNTIL 07/2016; THEREAFTER COUPON RESET AT PREVAILING 5Y UST +642.5BP.WRITE-DOWN IF EQUITY CAP RATIO < 8%. |
| CITIC PACIFIC LIMITED |
XS0612337500 |
2016-04-15 |
USD |
7.875 |
VARIABLE |
2 |
1000 |
94 |
94 |
8.38% |
YR1-5: 7.875% S/A;YR 5-10: S/A FIXED 5YR UST + 554.5 BP; YR 10+ FIXED RATE RESET5YR UST + 654.5 BP |
| BHIRA INVESTMENTS LTD |
XS0620623636 |
2016-04-27 |
USD |
8.500 |
VARIABLE |
2 |
1000 |
98.3 |
100 |
8.50% |
CPN=8.50% TILL 4/2016 (S/A); YR 5-10 RESET AT 5YR UST + 641.4 BPS (S/A); YR 10+ 3MO US LIBOR + 722.6 BPS (QTRLY). |
| OMV AG |
XS0629626663 |
2018-04-26 |
EUR |
6.750 |
VARIABLE |
1 |
1000 |
98.2 |
99.4 |
6.79% |
CPN = 6.75% TO 04/18. THERAFTER FIXED AT 375BP + PREVAILING 5Y MID SWAPS RATE TO04/23. THEREAFTER 12MO EURIBOR +475BP (INCLUDING 100 BP STEP-UP) PAYS IN CASH. |