Home > Mercantile-Safe Deposit and Trust Company > Fiduciary and Related Services

Mercantile-Safe Deposit and Trust Company, Fiduciary and Related Services

2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,868,00048
Number of Managed Accounts$7,133,00031
Number of Non-Managed Accounts$735,00085
Total fiduciary and related assets$31,303,743,00035
Managed Assets ($)$17,369,955,00030
Non-managed Assets ($)$13,933,788,00035
Memoranda
Gross Fiduciary activities income$47,363,00033
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,970,00046
Number of Managed Accounts$7,203,00029
Number of Non-Managed Accounts$767,00083
Total fiduciary and related assets$30,370,540,00035
Managed Assets ($)$16,871,979,00029
Non-managed Assets ($)$13,498,561,00036
Memoranda
Gross Fiduciary activities income$24,041,00033
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,059,00046
Number of Managed Accounts$7,279,00030
Number of Non-Managed Accounts$780,00095
Total fiduciary and related assets$29,846,253,00034
Managed Assets ($)$16,607,576,00029
Non-managed Assets ($)$13,238,677,00035
Memoranda
Gross Fiduciary activities income$86,298,00035
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,888,00047
Number of Managed Accounts$7,100,00031
Number of Non-Managed Accounts$788,00085
Total fiduciary and related assets$28,421,525,00035
Managed Assets ($)$15,960,725,00029
Non-managed Assets ($)$12,460,800,00037
Memoranda
Gross Fiduciary activities income$64,249,00037
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,019,00048
Number of Managed Accounts$7,211,00031
Number of Non-Managed Accounts$808,00085
Total fiduciary and related assets$34,227,006,00033
Managed Assets ($)$15,493,806,00028
Non-managed Assets ($)$18,733,200,00027
Memoranda
Gross Fiduciary activities income$42,183,00039
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,204,00047
Number of Managed Accounts$7,395,00030
Number of Non-Managed Accounts$809,00084
Total fiduciary and related assets$34,650,188,00033
Managed Assets ($)$15,705,899,00027
Non-managed Assets ($)$18,944,289,00026
Memoranda
Gross Fiduciary activities income$19,429,00040
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,340,00051
Number of Managed Accounts$7,504,00032
Number of Non-Managed Accounts$836,00097
Total fiduciary and related assets$33,963,503,00034
Managed Assets ($)$15,460,615,00029
Non-managed Assets ($)$18,502,888,00026
Memoranda
Gross Fiduciary activities income$72,063,00043
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,382,00047
Number of Managed Accounts$7,538,00030
Number of Non-Managed Accounts$844,00084
Total fiduciary and related assets$33,933,331,00034
Managed Assets ($)$15,963,567,00028
Non-managed Assets ($)$17,969,764,00027
Memoranda
Gross Fiduciary activities income$52,723,00043
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,389,00046
Number of Managed Accounts$7,530,00029
Number of Non-Managed Accounts$859,00081
Total fiduciary and related assets$33,468,769,00033
Managed Assets ($)$15,150,385,00029
Non-managed Assets ($)$18,318,384,00027
Memoranda
Gross Fiduciary activities income$35,340,00042
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,465,00048
Number of Managed Accounts$7,593,00030
Number of Non-Managed Accounts$872,00087
Total fiduciary and related assets$33,468,441,00035
Managed Assets ($)$15,399,873,00031
Non-managed Assets ($)$18,068,568,00030
Memoranda
Gross Fiduciary activities income$17,886,00042
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,600,00052
Number of Managed Accounts$7,599,00031
Number of Non-Managed Accounts$1,001,00091
Total fiduciary and related assets$33,607,928,00036
Managed Assets ($)$16,208,118,00030
Non-managed Assets ($)$17,399,810,00032
Memoranda
Gross Fiduciary activities income$66,778,00042
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,645,00047
Number of Managed Accounts$7,620,00029
Number of Non-Managed Accounts$1,025,00082
Total fiduciary and related assets$32,520,440,00036
Managed Assets ($)$15,807,598,00030
Non-managed Assets ($)$16,712,842,00033
Memoranda
Gross Fiduciary activities income$49,904,00042
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,697,00046
Number of Managed Accounts$7,699,00029
Number of Non-Managed Accounts$998,00086
Total fiduciary and related assets$31,700,698,00035
Managed Assets ($)$15,367,532,00031
Non-managed Assets ($)$16,333,166,00032
Memoranda
Gross Fiduciary activities income$33,355,00042
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,773,00046
Number of Managed Accounts$7,786,00029
Number of Non-Managed Accounts$987,00086
Total fiduciary and related assets$32,272,375,00035
Managed Assets ($)$15,753,062,00031
Non-managed Assets ($)$16,519,313,00032
Memoranda
Gross Fiduciary activities income$16,897,00042
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,793,00050
Number of Managed Accounts$7,790,00032
Number of Non-Managed Accounts$1,003,00098
Total fiduciary and related assets$31,116,007,00038
Managed Assets ($)$15,250,359,00031
Non-managed Assets ($)$15,865,648,00036
Memoranda
Gross Fiduciary activities income$61,349,00044
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,830,00047
Number of Managed Accounts$7,817,00030
Number of Non-Managed Accounts$1,013,00091
Total fiduciary and related assets$29,733,698,00038
Managed Assets ($)$14,975,638,00031
Non-managed Assets ($)$14,758,060,00036
Memoranda
Gross Fiduciary activities income$45,382,00044
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,145,00051
Number of Managed Accounts$7,220,00032
Number of Non-Managed Accounts$925,00098
Total fiduciary and related assets$28,860,374,00038
Managed Assets ($)$14,210,657,00031
Non-managed Assets ($)$14,649,717,00036
Memoranda
Gross Fiduciary activities income$29,912,00044
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,222,00053
Number of Managed Accounts$7,279,00032
Number of Non-Managed Accounts$943,00097
Total fiduciary and related assets$27,400,316,00036
Managed Assets ($)$14,031,495,00030
Non-managed Assets ($)$13,368,821,00039
Memoranda
Gross Fiduciary activities income$14,852,00044
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,255,00054
Number of Managed Accounts$7,326,00033
Number of Non-Managed Accounts$929,000108
Total fiduciary and related assets$27,948,395,00036
Managed Assets ($)$14,339,211,00029
Non-managed Assets ($)$13,609,184,00037
Memoranda
Gross Fiduciary activities income$60,666,00044
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$8,320,00046
Number of Managed Accounts$7,310,00032
Number of Non-Managed Accounts$1,010,00096
Total fiduciary and related assets$32,931,443,00032
Managed Assets ($)$15,887,395,00029
Non-managed Assets ($)$17,044,048,00031
Memoranda
Gross Fiduciary activities income$64,123,00044
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$69,626,00042
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$64,228,00046
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$57,307,00048
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$51,095,00052
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$45,849,00054
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$43,903,00053
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$43,144,00056
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$41,362,00052
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$39,997,00053