Home > First Bank & Trust > Total Managed Assets held in Fiduciary Accounts
First Bank & Trust, Total Managed Assets held in Fiduciary Accounts
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $224,906,000 | 308 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $2,000 | 496 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $235,000 | 764 |
US Treasury & US government agency obligations, managed personal trust&agency | $10,230,000 | 196 |
State, county and municipal obligations, managed personal trust&agency accts, | $19,802,000 | 246 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $14,062,000 | 281 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $45,867,000 | 248 |
Other mutual funds, managed personal trust&agency accts, etc.. | $38,132,000 | 260 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 56 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 82 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $48,365,000 | 115 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $19,255,000 | 69 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $11,001,000 | 536 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 344 |
Real Estate, managed personal trust&agency accts, etc.. | $9,541,000 | 344 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $8,414,000 | 275 |
Managed employee benefit and retirements-related trust and agency acccounts | $20,077,000 | 422 |
Managed employee benefit & retirement trust noninterest bearing deposits | $8,000 | 185 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 480 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 413 |
State, county & municipal obligations,managed emp benft & retire-related | $98,000 | 248 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $611,000 | 365 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $10,181,000 | 289 |
Other mutual funds,managed emp benft & retire-related trust accnts | $7,007,000 | 331 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 39 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 37 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $707,000 | 354 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 97 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $237,000 | 562 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 64 |
Real Estate,managed emp benft & retire-related trust accnts | $1,228,000 | 30 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 326 |
Total all other managed assets: | $13,103,000 | 313 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 196 |
Interest-bearing deposits, all other managed accounts | $0 | 396 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $610,000 | 206 |
State, county and municipal obligations, all other managed accounts | $387,000 | 134 |
Money market mutual funds, all other managed accounts | $218,000 | 298 |
Equity mutual funds, all other managed accounts | $8,017,000 | 178 |
Other mutual funds, all other managed accounts | $2,448,000 | 246 |
Common trust funds and collective investment funds, all other managed account | $0 | 38 |
Other short-term obligations, all other managed accounts | $0 | 32 |
Other notes and bonds, all other managed accounts | $1,423,000 | 214 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $0 | 453 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $0 | 203 |
Miscellaneous assets, all other managed accounts | $0 | 212 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $165,025,000 | 355 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $13,000 | 430 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $343,000 | 740 |
US Treasury & US government agency obligations, managed personal trust&agency | $5,058,000 | 252 |
State, county and municipal obligations, managed personal trust&agency accts, | $18,914,000 | 248 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $20,047,000 | 237 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $24,182,000 | 287 |
Other mutual funds, managed personal trust&agency accts, etc.. | $15,344,000 | 365 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 59 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 80 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $46,874,000 | 116 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $13,813,000 | 71 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $8,285,000 | 572 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 353 |
Real Estate, managed personal trust&agency accts, etc.. | $3,128,000 | 562 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $9,024,000 | 278 |
Managed employee benefit and retirements-related trust and agency acccounts | $12,014,000 | 476 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 302 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 503 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 435 |
State, county & municipal obligations,managed emp benft & retire-related | $148,000 | 241 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $576,000 | 363 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $5,091,000 | 335 |
Other mutual funds,managed emp benft & retire-related trust accnts | $4,431,000 | 363 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 39 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 36 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $814,000 | 348 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $751,000 | 525 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 68 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 162 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $203,000 | 203 |
Total all other managed assets: | $11,987,000 | 316 |
Noninterest-bearing Deposits, all other managed accounts | $1,000 | 192 |
Interest-bearing deposits, all other managed accounts | $0 | 411 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $644,000 | 205 |
State, county and municipal obligations, all other managed accounts | $608,000 | 119 |
Money market mutual funds, all other managed accounts | $378,000 | 265 |
Equity mutual funds, all other managed accounts | $7,183,000 | 173 |
Other mutual funds, all other managed accounts | $1,479,000 | 285 |
Common trust funds and collective investment funds, all other managed account | $0 | 40 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $1,694,000 | 201 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 49 |
Other common and preferred stocks, all other managed accounts | $0 | 466 |
Real Estate Mortgages, all other managed accounts | $0 | 54 |
Real estate, all other managed accounts | $0 | 193 |
Miscellaneous assets, all other managed accounts | $0 | 208 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $139,208,000 | 395 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 596 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $579,000 | 694 |
US Treasury & US government agency obligations, managed personal trust&agency | $4,256,000 | 248 |
State, county and municipal obligations, managed personal trust&agency accts, | $18,150,000 | 260 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $3,152,000 | 409 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $7,285,000 | 457 |
Other mutual funds, managed personal trust&agency accts, etc.. | $36,110,000 | 263 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 66 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 80 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $42,470,000 | 116 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 192 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $19,692,000 | 474 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $500,000 | 206 |
Real Estate, managed personal trust&agency accts, etc.. | $3,390,000 | 576 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $3,624,000 | 399 |
Managed employee benefit and retirements-related trust and agency acccounts | $9,390,000 | 521 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 324 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 516 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 429 |
State, county & municipal obligations,managed emp benft & retire-related | $133,000 | 259 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $203,000 | 416 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $1,253,000 | 453 |
Other mutual funds,managed emp benft & retire-related trust accnts | $6,798,000 | 335 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 46 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 35 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $857,000 | 345 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 94 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $106,000 | 613 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 80 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 173 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $40,000 | 290 |
Total all other managed assets: | $6,247,000 | 392 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 243 |
Interest-bearing deposits, all other managed accounts | $35,000 | 380 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $35,000 | 300 |
State, county and municipal obligations, all other managed accounts | $200,000 | 175 |
Money market mutual funds, all other managed accounts | $174,000 | 295 |
Equity mutual funds, all other managed accounts | $871,000 | 311 |
Other mutual funds, all other managed accounts | $3,267,000 | 213 |
Common trust funds and collective investment funds, all other managed account | $0 | 39 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $1,665,000 | 204 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $0 | 451 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 202 |
Miscellaneous assets, all other managed accounts | $0 | 216 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $132,707,000 | 397 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,000 | 578 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $2,647,000 | 441 |
US Treasury & US government agency obligations, managed personal trust&agency | $7,610,000 | 204 |
State, county and municipal obligations, managed personal trust&agency accts, | $15,983,000 | 279 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $5,626,000 | 357 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $5,067,000 | 493 |
Other mutual funds, managed personal trust&agency accts, etc.. | $29,516,000 | 283 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 72 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 87 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $37,409,000 | 117 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 200 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $24,042,000 | 445 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $511,000 | 212 |
Real Estate, managed personal trust&agency accts, etc.. | $1,661,000 | 703 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,634,000 | 458 |
Managed employee benefit and retirements-related trust and agency acccounts | $7,812,000 | 538 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 321 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 527 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 432 |
State, county & municipal obligations,managed emp benft & retire-related | $159,000 | 260 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $617,000 | 364 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $882,000 | 467 |
Other mutual funds,managed emp benft & retire-related trust accnts | $5,244,000 | 358 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 43 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 33 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $803,000 | 351 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 98 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $67,000 | 640 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 87 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 181 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $40,000 | 302 |
Total all other managed assets: | $5,236,000 | 402 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 219 |
Interest-bearing deposits, all other managed accounts | $0 | 434 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $35,000 | 313 |
State, county and municipal obligations, all other managed accounts | $299,000 | 162 |
Money market mutual funds, all other managed accounts | $188,000 | 299 |
Equity mutual funds, all other managed accounts | $640,000 | 322 |
Other mutual funds, all other managed accounts | $2,627,000 | 223 |
Common trust funds and collective investment funds, all other managed account | $0 | 45 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $1,447,000 | 219 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 51 |
Other common and preferred stocks, all other managed accounts | $0 | 455 |
Real Estate Mortgages, all other managed accounts | $0 | 61 |
Real estate, all other managed accounts | $0 | 214 |
Miscellaneous assets, all other managed accounts | $0 | 238 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $92,352,000 | 467 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $4,000 | 538 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $793,000 | 688 |
US Treasury & US government agency obligations, managed personal trust&agency | $4,932,000 | 241 |
State, county and municipal obligations, managed personal trust&agency accts, | $14,473,000 | 293 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $2,714,000 | 454 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $8,257,000 | 412 |
Other mutual funds, managed personal trust&agency accts, etc.. | $10,654,000 | 441 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 81 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 92 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $25,531,000 | 150 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 194 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $21,328,000 | 454 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $521,000 | 217 |
Real Estate, managed personal trust&agency accts, etc.. | $2,237,000 | 669 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $908,000 | 623 |
Managed employee benefit and retirements-related trust and agency acccounts | $5,244,000 | 578 |
Managed employee benefit & retirement trust noninterest bearing deposits | $1,000 | 289 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 554 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $149,000 | 343 |
State, county & municipal obligations,managed emp benft & retire-related | $266,000 | 233 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $175,000 | 454 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $1,158,000 | 448 |
Other mutual funds,managed emp benft & retire-related trust accnts | $2,641,000 | 410 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 43 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 26 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $804,000 | 351 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $11,000 | 672 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 90 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 192 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $39,000 | 315 |
Total all other managed assets: | $4,385,000 | 426 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 261 |
Interest-bearing deposits, all other managed accounts | $0 | 438 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $92,000 | 289 |
State, county and municipal obligations, all other managed accounts | $375,000 | 155 |
Money market mutual funds, all other managed accounts | $163,000 | 327 |
Equity mutual funds, all other managed accounts | $1,173,000 | 289 |
Other mutual funds, all other managed accounts | $1,477,000 | 280 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 38 |
Other notes and bonds, all other managed accounts | $1,105,000 | 239 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $0 | 461 |
Real Estate Mortgages, all other managed accounts | $0 | 65 |
Real estate, all other managed accounts | $0 | 220 |
Miscellaneous assets, all other managed accounts | $0 | 237 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $98,714,000 | 454 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,000 | 599 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,952,000 | 543 |
US Treasury & US government agency obligations, managed personal trust&agency | $8,004,000 | 210 |
State, county and municipal obligations, managed personal trust&agency accts, | $15,297,000 | 297 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $1,923,000 | 503 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $12,059,000 | 374 |
Other mutual funds, managed personal trust&agency accts, etc.. | $8,046,000 | 483 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 83 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 102 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $25,360,000 | 157 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 211 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $19,488,000 | 492 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $29,000 | 406 |
Real Estate, managed personal trust&agency accts, etc.. | $3,613,000 | 578 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,942,000 | 452 |
Managed employee benefit and retirements-related trust and agency acccounts | $4,699,000 | 606 |
Managed employee benefit & retirement trust noninterest bearing deposits | $1,000 | 305 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $70,000 | 495 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $190,000 | 347 |
State, county & municipal obligations,managed emp benft & retire-related | $325,000 | 222 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $125,000 | 485 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $1,207,000 | 465 |
Other mutual funds,managed emp benft & retire-related trust accnts | $2,329,000 | 432 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 49 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 31 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $395,000 | 420 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 102 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $16,000 | 688 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 106 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 182 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $41,000 | 316 |
Total all other managed assets: | $3,759,000 | 436 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 261 |
Interest-bearing deposits, all other managed accounts | $57,000 | 371 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $116,000 | 292 |
State, county and municipal obligations, all other managed accounts | $368,000 | 155 |
Money market mutual funds, all other managed accounts | $114,000 | 343 |
Equity mutual funds, all other managed accounts | $1,228,000 | 286 |
Other mutual funds, all other managed accounts | $1,260,000 | 290 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 35 |
Other notes and bonds, all other managed accounts | $616,000 | 270 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $0 | 466 |
Real Estate Mortgages, all other managed accounts | $0 | 67 |
Real estate, all other managed accounts | $0 | 215 |
Miscellaneous assets, all other managed accounts | $0 | 233 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $123,026,000 | 392 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $11,000 | 459 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $1,565,000 | 611 |
US Treasury & US government agency obligations, managed personal trust&agency | $10,047,000 | 197 |
State, county and municipal obligations, managed personal trust&agency accts, | $14,102,000 | 312 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $1,829,000 | 523 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $11,638,000 | 367 |
Other mutual funds, managed personal trust&agency accts, etc.. | $8,422,000 | 477 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 86 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 92 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $20,688,000 | 177 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 214 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $46,446,000 | 329 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $304,000 | 274 |
Real Estate, managed personal trust&agency accts, etc.. | $4,638,000 | 513 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $3,336,000 | 417 |
Managed employee benefit and retirements-related trust and agency acccounts | $4,127,000 | 628 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 381 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $52,000 | 533 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $191,000 | 356 |
State, county & municipal obligations,managed emp benft & retire-related | $367,000 | 212 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $100,000 | 499 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $1,120,000 | 460 |
Other mutual funds,managed emp benft & retire-related trust accnts | $1,953,000 | 449 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 51 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 29 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $322,000 | 435 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 104 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $22,000 | 704 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 112 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 182 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 385 |
Total all other managed assets: | $2,108,000 | 475 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 259 |
Interest-bearing deposits, all other managed accounts | $121,000 | 339 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $66,000 | 318 |
State, county and municipal obligations, all other managed accounts | $275,000 | 162 |
Money market mutual funds, all other managed accounts | $33,000 | 404 |
Equity mutual funds, all other managed accounts | $688,000 | 337 |
Other mutual funds, all other managed accounts | $716,000 | 337 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 34 |
Other notes and bonds, all other managed accounts | $209,000 | 330 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $0 | 462 |
Real Estate Mortgages, all other managed accounts | $0 | 62 |
Real estate, all other managed accounts | $0 | 209 |
Miscellaneous assets, all other managed accounts | $0 | 219 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $134,019,000 | 359 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $144,000 | 246 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $3,978,000 | 414 |
US Treasury & US government agency obligations, managed personal trust&agency | $12,961,000 | 180 |
State, county and municipal obligations, managed personal trust&agency accts, | $20,059,000 | 276 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $7,406,000 | 355 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $9,231,000 | 357 |
Other mutual funds, managed personal trust&agency accts, etc.. | $9,217,000 | 459 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 88 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 108 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $16,948,000 | 184 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 205 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $44,298,000 | 302 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $439,000 | 265 |
Real Estate, managed personal trust&agency accts, etc.. | $5,086,000 | 477 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $4,252,000 | 345 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,813,000 | 699 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 428 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $167,000 | 492 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $178,000 | 393 |
State, county & municipal obligations,managed emp benft & retire-related | $308,000 | 227 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 586 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $282,000 | 508 |
Other mutual funds,managed emp benft & retire-related trust accnts | $726,000 | 524 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 55 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $143,000 | 515 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $9,000 | 719 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 122 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 191 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 384 |
Total all other managed assets: | $1,983,000 | 459 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 275 |
Interest-bearing deposits, all other managed accounts | $175,000 | 325 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $91,000 | 326 |
State, county and municipal obligations, all other managed accounts | $286,000 | 168 |
Money market mutual funds, all other managed accounts | $36,000 | 387 |
Equity mutual funds, all other managed accounts | $595,000 | 332 |
Other mutual funds, all other managed accounts | $517,000 | 355 |
Common trust funds and collective investment funds, all other managed account | $0 | 52 |
Other short-term obligations, all other managed accounts | $0 | 36 |
Other notes and bonds, all other managed accounts | $259,000 | 315 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 58 |
Other common and preferred stocks, all other managed accounts | $24,000 | 443 |
Real Estate Mortgages, all other managed accounts | $0 | 62 |
Real estate, all other managed accounts | $0 | 185 |
Miscellaneous assets, all other managed accounts | $0 | 209 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $128,825,000 | 346 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $9,000 | 535 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $4,325,000 | 407 |
US Treasury & US government agency obligations, managed personal trust&agency | $15,248,000 | 179 |
State, county and municipal obligations, managed personal trust&agency accts, | $23,226,000 | 248 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $2,642,000 | 477 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $7,417,000 | 379 |
Other mutual funds, managed personal trust&agency accts, etc.. | $8,395,000 | 431 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 92 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 104 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $10,624,000 | 237 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 201 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $45,553,000 | 285 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $497,000 | 259 |
Real Estate, managed personal trust&agency accts, etc.. | $6,167,000 | 398 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $4,722,000 | 306 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,653,000 | 719 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 402 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $136,000 | 534 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $423,000 | 372 |
State, county & municipal obligations,managed emp benft & retire-related | $308,000 | 215 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 586 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $126,000 | 537 |
Other mutual funds,managed emp benft & retire-related trust accnts | $496,000 | 540 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 57 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 35 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $126,000 | 538 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 91 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $38,000 | 717 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 127 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 195 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 386 |
Total all other managed assets: | $2,027,000 | 454 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 263 |
Interest-bearing deposits, all other managed accounts | $426,000 | 269 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $177,000 | 304 |
State, county and municipal obligations, all other managed accounts | $224,000 | 170 |
Money market mutual funds, all other managed accounts | $84,000 | 349 |
Equity mutual funds, all other managed accounts | $496,000 | 320 |
Other mutual funds, all other managed accounts | $295,000 | 347 |
Common trust funds and collective investment funds, all other managed account | $0 | 49 |
Other short-term obligations, all other managed accounts | $0 | 39 |
Other notes and bonds, all other managed accounts | $236,000 | 307 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $89,000 | 418 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 176 |
Miscellaneous assets, all other managed accounts | $0 | 208 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $101,981,000 | 404 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 706 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $5,910,000 | 364 |
US Treasury & US government agency obligations, managed personal trust&agency | $15,775,000 | 196 |
State, county and municipal obligations, managed personal trust&agency accts, | $21,614,000 | 268 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $2,470,000 | 510 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $10,123,000 | 342 |
Other mutual funds, managed personal trust&agency accts, etc.. | $7,005,000 | 454 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 110 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 126 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $9,879,000 | 261 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 208 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $19,513,000 | 448 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $555,000 | 254 |
Real Estate, managed personal trust&agency accts, etc.. | $5,220,000 | 447 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $3,917,000 | 342 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,689,000 | 749 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 397 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $379,000 | 466 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $294,000 | 444 |
State, county & municipal obligations,managed emp benft & retire-related | $317,000 | 193 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 617 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $150,000 | 554 |
Other mutual funds,managed emp benft & retire-related trust accnts | $390,000 | 560 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 72 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 47 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $117,000 | 576 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 106 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $42,000 | 740 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 133 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 199 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 401 |
Total all other managed assets: | $1,978,000 | 463 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 260 |
Interest-bearing deposits, all other managed accounts | $503,000 | 254 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $54,000 | 377 |
State, county and municipal obligations, all other managed accounts | $196,000 | 178 |
Money market mutual funds, all other managed accounts | $29,000 | 391 |
Equity mutual funds, all other managed accounts | $719,000 | 300 |
Other mutual funds, all other managed accounts | $172,000 | 362 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $0 | 55 |
Other notes and bonds, all other managed accounts | $214,000 | 330 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $91,000 | 421 |
Real Estate Mortgages, all other managed accounts | $0 | 66 |
Real estate, all other managed accounts | $0 | 186 |
Miscellaneous assets, all other managed accounts | $0 | 226 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $101,942,000 | 401 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $24,000 | 383 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $5,961,000 | 384 |
US Treasury & US government agency obligations, managed personal trust&agency | $18,917,000 | 196 |
State, county and municipal obligations, managed personal trust&agency accts, | $13,637,000 | 339 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $2,419,000 | 525 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $9,936,000 | 296 |
Other mutual funds, managed personal trust&agency accts, etc.. | $3,571,000 | 498 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 108 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 131 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $9,571,000 | 261 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 186 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $16,574,000 | 475 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $502,000 | 248 |
Real Estate, managed personal trust&agency accts, etc.. | $7,063,000 | 347 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $13,767,000 | 162 |
Managed employee benefit and retirements-related trust and agency acccounts | $1,700,000 | 756 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 380 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $204,000 | 570 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $515,000 | 432 |
State, county & municipal obligations,managed emp benft & retire-related | $191,000 | 175 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $0 | 631 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $143,000 | 506 |
Other mutual funds,managed emp benft & retire-related trust accnts | $368,000 | 523 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 77 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 51 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $242,000 | 515 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $37,000 | 760 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 138 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 183 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 394 |
Total all other managed assets: | $0 | 690 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 254 |
Interest-bearing deposits, all other managed accounts | $0 | 517 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 409 |
State, county and municipal obligations, all other managed accounts | $0 | 229 |
Money market mutual funds, all other managed accounts | $0 | 444 |
Equity mutual funds, all other managed accounts | $0 | 368 |
Other mutual funds, all other managed accounts | $0 | 368 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $0 | 45 |
Other notes and bonds, all other managed accounts | $0 | 408 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $0 | 445 |
Real Estate Mortgages, all other managed accounts | $0 | 64 |
Real estate, all other managed accounts | $0 | 170 |
Miscellaneous assets, all other managed accounts | $0 | 205 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |