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Amegy Bank, Fiduciary settlements, surcharges, and other losses

2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$15,00090
Fiduciary settlements, surcharges, and other losses, managed accounts$15,00056
Employee benefit and retirement-related gross losses for managed accounts$065
Gross losses for investment management and investment managed accounts$085
Gross losses for other fiduciary accounts and related managed accounts$052
Gross losses for non-managed accounts$0100
Fiduciary settlements, surcharges, and other losses$033
Employee benefit and retirement-related trust and agency accounts, non-managed$051
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$056
Recoveries fiduciary and related services income$063
Fiduciary settlements, surcharges, and other - recoveries$027
Employee benefit and retirement-related trust and agency accounts-recoveries$031
Investment management and investment advisory agency accounts recoveries$020
Other fiduciary accounts and related services-recoveries$029
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$41,00065
Fiduciary settlements, surcharges, and other losses, managed accounts$0125
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$41,00026
Gross losses for other fiduciary accounts and related managed accounts$046
Gross losses for non-managed accounts$0109
Fiduciary settlements, surcharges, and other losses$036
Employee benefit and retirement-related trust and agency accounts, non-managed$066
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$064
Recoveries fiduciary and related services income$073
Fiduciary settlements, surcharges, and other - recoveries$035
Employee benefit and retirement-related trust and agency accounts-recoveries$028
Investment management and investment advisory agency accounts recoveries$022
Other fiduciary accounts and related services-recoveries$034
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$12,000110
Fiduciary settlements, surcharges, and other losses, managed accounts$7,00089
Employee benefit and retirement-related gross losses for managed accounts$075
Gross losses for investment management and investment managed accounts$5,00046
Gross losses for other fiduciary accounts and related managed accounts$047
Gross losses for non-managed accounts$098
Fiduciary settlements, surcharges, and other losses$036
Employee benefit and retirement-related trust and agency accounts, non-managed$059
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$019
Other fiduciary accounts and related services-gross losses nonmanaged asts$053
Recoveries fiduciary and related services income$072
Fiduciary settlements, surcharges, and other - recoveries$042
Employee benefit and retirement-related trust and agency accounts-recoveries$029
Investment management and investment advisory agency accounts recoveries$025
Other fiduciary accounts and related services-recoveries$029
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$29,00079
Fiduciary settlements, surcharges, and other losses, managed accounts$29,00052
Employee benefit and retirement-related gross losses for managed accounts$069
Gross losses for investment management and investment managed accounts$085
Gross losses for other fiduciary accounts and related managed accounts$041
Gross losses for non-managed accounts$0106
Fiduciary settlements, surcharges, and other losses$037
Employee benefit and retirement-related trust and agency accounts, non-managed$065
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$016
Other fiduciary accounts and related services-gross losses nonmanaged asts$056
Recoveries fiduciary and related services income$078
Fiduciary settlements, surcharges, and other - recoveries$046
Employee benefit and retirement-related trust and agency accounts-recoveries$030
Investment management and investment advisory agency accounts recoveries$024
Other fiduciary accounts and related services-recoveries$032
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$12,000105
Fiduciary settlements, surcharges, and other losses, managed accounts$7,00086
Employee benefit and retirement-related gross losses for managed accounts$083
Gross losses for investment management and investment managed accounts$5,00052
Gross losses for other fiduciary accounts and related managed accounts$033
Gross losses for non-managed accounts$1,00083
Fiduciary settlements, surcharges, and other losses$027
Employee benefit and retirement-related trust and agency accounts, non-managed$055
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$016
Other fiduciary accounts and related services-gross losses nonmanaged asts$1,00053
Recoveries fiduciary and related services income$070
Fiduciary settlements, surcharges, and other - recoveries$039
Employee benefit and retirement-related trust and agency accounts-recoveries$032
Investment management and investment advisory agency accounts recoveries$021
Other fiduciary accounts and related services-recoveries$035
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accounts$9,000125
Fiduciary settlements, surcharges, and other losses, managed accounts$5,000100
Employee benefit and retirement-related gross losses for managed accounts$4,00062
Gross losses for investment management and investment managed accounts$0100
Gross losses for other fiduciary accounts and related managed accounts$050
Gross losses for non-managed accounts$1,00091
Fiduciary settlements, surcharges, and other losses$037
Employee benefit and retirement-related trust and agency accounts, non-managed$066
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged a$026
Other fiduciary accounts and related services-gross losses nonmanaged asts$1,00052
Recoveries fiduciary and related services income$075
Fiduciary settlements, surcharges, and other - recoveries$048
Employee benefit and retirement-related trust and agency accounts-recoveries$029
Investment management and investment advisory agency accounts recoveries$027
Other fiduciary accounts and related services-recoveries$034
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Gross losses for managed accountsNANA
Fiduciary settlements, surcharges, and other losses, managed accountsNANA
Employee benefit and retirement-related gross losses for managed accountsNANA
Gross losses for investment management and investment managed accountsNANA
Gross losses for other fiduciary accounts and related managed accountsNANA
Gross losses for non-managed accountsNANA
Fiduciary settlements, surcharges, and other lossesNANA
Employee benefit and retirement-related trust and agency accounts, non-managedNANA
Investmnt managmnt & investmnt advisory agency accts-gross losses nonmanaged aNANA
Other fiduciary accounts and related services-gross losses nonmanaged astsNANA
Recoveries fiduciary and related services incomeNANA
Fiduciary settlements, surcharges, and other - recoveriesNANA
Employee benefit and retirement-related trust and agency accounts-recoveriesNANA
Investment management and investment advisory agency accounts recoveriesNANA
Other fiduciary accounts and related services-recoveriesNANA