Home > Bank of Albuquerque > Total Managed Assets held in Fiduciary Accounts
Bank of Albuquerque, Total Managed Assets held in Fiduciary Accounts
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 | $87,157,000 | 443 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $104,000 | 219 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $604,000 | 979 |
US Treasury & US government agency obligations, managed personal trust&agency | $1,770,000 | 510 |
State, county and municipal obligations, managed personal trust&agency accts, | $11,844,000 | 355 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $7,582,000 | 349 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $17,446,000 | 276 |
Other mutual funds, managed personal trust&agency accts, etc.. | $8,986,000 | 406 |
Common trust funds and collective investment funds, managed personal trust&ag | $2,140,000 | 82 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 126 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $3,746,000 | 419 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $8,747,000 | 63 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $21,177,000 | 437 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $373,000 | 286 |
Real Estate, managed personal trust&agency accts, etc.. | $2,009,000 | 688 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $629,000 | 680 |
Managed employee benefit and retirements-related trust and agency acccounts | $303,459,000 | 90 |
Managed employee benefit & retirement trust noninterest bearing deposits | $26,000 | 151 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $2,520,000 | 186 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $29,079,000 | 66 |
State, county & municipal obligations,managed emp benft & retire-related | $5,928,000 | 43 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $11,544,000 | 91 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $58,445,000 | 97 |
Other mutual funds,managed emp benft & retire-related trust accnts | $35,219,000 | 107 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $6,822,000 | 46 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 47 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $21,723,000 | 72 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $100,000 | 75 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $19,667,000 | 176 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 133 |
Real Estate,managed emp benft & retire-related trust accnts | $67,000 | 140 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $112,319,000 | 11 |
Total all other managed assets: | $5,935,000 | 351 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 260 |
Interest-bearing deposits, all other managed accounts | $233,000 | 334 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $1,302,000 | 203 |
State, county and municipal obligations, all other managed accounts | $820,000 | 104 |
Money market mutual funds, all other managed accounts | $364,000 | 272 |
Equity mutual funds, all other managed accounts | $37,000 | 390 |
Other mutual funds, all other managed accounts | $0 | 415 |
Common trust funds and collective investment funds, all other managed account | $255,000 | 53 |
Other short-term obligations, all other managed accounts | $1,964,000 | 27 |
Other notes and bonds, all other managed accounts | $763,000 | 253 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $104,000 | 418 |
Real Estate Mortgages, all other managed accounts | $0 | 66 |
Real estate, all other managed accounts | $0 | 186 |
Miscellaneous assets, all other managed accounts | $93,000 | 149 |
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 | $79,369,000 | 451 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,548,000 | 44 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $675,000 | 975 |
US Treasury & US government agency obligations, managed personal trust&agency | $1,823,000 | 545 |
State, county and municipal obligations, managed personal trust&agency accts, | $12,465,000 | 353 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $8,704,000 | 347 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $9,600,000 | 303 |
Other mutual funds, managed personal trust&agency accts, etc.. | $5,929,000 | 420 |
Common trust funds and collective investment funds, managed personal trust&ag | $1,363,000 | 85 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 131 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $3,394,000 | 434 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $4,671,000 | 72 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $23,844,000 | 403 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 535 |
Real Estate, managed personal trust&agency accts, etc.. | $2,516,000 | 642 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,837,000 | 394 |
Managed employee benefit and retirements-related trust and agency acccounts | $284,753,000 | 91 |
Managed employee benefit & retirement trust noninterest bearing deposits | $1,443,000 | 20 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $7,335,000 | 78 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $41,200,000 | 56 |
State, county & municipal obligations,managed emp benft & retire-related | $9,441,000 | 16 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $23,678,000 | 57 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $69,595,000 | 72 |
Other mutual funds,managed emp benft & retire-related trust accnts | $40,546,000 | 76 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $6,422,000 | 50 |
Other short-term obligations, emp benft & retire-related trust accnts | $60,000 | 38 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $35,039,000 | 58 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $145,000 | 63 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $49,640,000 | 88 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 138 |
Real Estate,managed emp benft & retire-related trust accnts | $183,000 | 102 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $26,000 | 331 |
Total all other managed assets: | $4,277,000 | 369 |
Noninterest-bearing Deposits, all other managed accounts | $20,000 | 99 |
Interest-bearing deposits, all other managed accounts | $59,000 | 444 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $1,048,000 | 224 |
State, county and municipal obligations, all other managed accounts | $702,000 | 93 |
Money market mutual funds, all other managed accounts | $160,000 | 319 |
Equity mutual funds, all other managed accounts | $37,000 | 350 |
Other mutual funds, all other managed accounts | $15,000 | 357 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $1,634,000 | 25 |
Other notes and bonds, all other managed accounts | $532,000 | 251 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $70,000 | 406 |
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 |