Home > BLC Bank N. A. > Fiduciary and Related Services
BLC Bank N. A., Fiduciary and Related Services
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,091,000 | 114 |
| Number of Managed Accounts | $1,842,000 | 91 |
| Number of Non-Managed Accounts | $249,000 | 158 |
| Total fiduciary and related assets | $1,022,560,000 | 170 |
| Managed Assets ($) | $827,874,000 | 145 |
| Non-managed Assets ($) | $194,686,000 | 176 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 250 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,133,000 | 112 |
| Number of Managed Accounts | $1,882,000 | 91 |
| Number of Non-Managed Accounts | $251,000 | 157 |
| Total fiduciary and related assets | $1,119,796,000 | 172 |
| Managed Assets ($) | $850,807,000 | 145 |
| Non-managed Assets ($) | $268,989,000 | 153 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,292,000 | 153 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,194,000 | 113 |
| Number of Managed Accounts | $1,945,000 | 88 |
| Number of Non-Managed Accounts | $249,000 | 209 |
| Total fiduciary and related assets | $1,071,827,000 | 175 |
| Managed Assets ($) | $867,969,000 | 146 |
| Non-managed Assets ($) | $203,858,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,824,000 | 146 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,243,000 | 100 |
| Number of Managed Accounts | $1,986,000 | 82 |
| Number of Non-Managed Accounts | $257,000 | 147 |
| Total fiduciary and related assets | $1,121,186,000 | 169 |
| Managed Assets ($) | $913,017,000 | 143 |
| Non-managed Assets ($) | $208,169,000 | 178 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,257,000 | 146 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,273,000 | 101 |
| Number of Managed Accounts | $2,011,000 | 83 |
| Number of Non-Managed Accounts | $262,000 | 150 |
| Total fiduciary and related assets | $1,166,565,000 | 170 |
| Managed Assets ($) | $882,762,000 | 147 |
| Non-managed Assets ($) | $283,803,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,863,000 | 151 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,278,000 | 97 |
| Number of Managed Accounts | $2,059,000 | 79 |
| Number of Non-Managed Accounts | $219,000 | 157 |
| Total fiduciary and related assets | $1,257,437,000 | 163 |
| Managed Assets ($) | $1,040,323,000 | 126 |
| Non-managed Assets ($) | $217,114,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 142 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,299,000 | 102 |
| Number of Managed Accounts | $2,078,000 | 78 |
| Number of Non-Managed Accounts | $221,000 | 222 |
| Total fiduciary and related assets | $1,269,053,000 | 160 |
| Managed Assets ($) | $1,051,684,000 | 123 |
| Non-managed Assets ($) | $217,369,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,758,000 | 140 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,295,000 | 102 |
| Number of Managed Accounts | $2,080,000 | 84 |
| Number of Non-Managed Accounts | $215,000 | 173 |
| Total fiduciary and related assets | $1,231,044,000 | 163 |
| Managed Assets ($) | $1,021,565,000 | 128 |
| Non-managed Assets ($) | $209,479,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,130,000 | 151 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,295,000 | 105 |
| Number of Managed Accounts | $2,085,000 | 87 |
| Number of Non-Managed Accounts | $210,000 | 184 |
| Total fiduciary and related assets | $1,123,105,000 | 174 |
| Managed Assets ($) | $933,740,000 | 138 |
| Non-managed Assets ($) | $189,365,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,727,000 | 159 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,229,000 | 108 |
| Number of Managed Accounts | $2,020,000 | 89 |
| Number of Non-Managed Accounts | $209,000 | 187 |
| Total fiduciary and related assets | $1,134,418,000 | 173 |
| Managed Assets ($) | $962,167,000 | 136 |
| Non-managed Assets ($) | $172,251,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,379,000 | 155 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,209,000 | 115 |
| Number of Managed Accounts | $2,000,000 | 89 |
| Number of Non-Managed Accounts | $209,000 | 246 |
| Total fiduciary and related assets | $1,101,016,000 | 171 |
| Managed Assets ($) | $930,506,000 | 139 |
| Non-managed Assets ($) | $170,510,000 | 211 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,854,000 | 144 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,181,000 | 106 |
| Number of Managed Accounts | $1,973,000 | 86 |
| Number of Non-Managed Accounts | $208,000 | 179 |
| Total fiduciary and related assets | $1,129,868,000 | 169 |
| Managed Assets ($) | $960,294,000 | 129 |
| Non-managed Assets ($) | $169,574,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,265,000 | 146 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,178,000 | 105 |
| Number of Managed Accounts | $1,969,000 | 84 |
| Number of Non-Managed Accounts | $209,000 | 177 |
| Total fiduciary and related assets | $1,044,876,000 | 170 |
| Managed Assets ($) | $882,217,000 | 134 |
| Non-managed Assets ($) | $162,659,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,909,000 | 142 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,198,000 | 111 |
| Number of Managed Accounts | $1,978,000 | 88 |
| Number of Non-Managed Accounts | $220,000 | 176 |
| Total fiduciary and related assets | $1,063,205,000 | 175 |
| Managed Assets ($) | $901,684,000 | 134 |
| Non-managed Assets ($) | $161,521,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,443,000 | 146 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,244,000 | 117 |
| Number of Managed Accounts | $2,012,000 | 91 |
| Number of Non-Managed Accounts | $232,000 | 235 |
| Total fiduciary and related assets | $1,026,673,000 | 178 |
| Managed Assets ($) | $864,179,000 | 137 |
| Non-managed Assets ($) | $162,494,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,776,000 | 139 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,269,000 | 108 |
| Number of Managed Accounts | $2,032,000 | 87 |
| Number of Non-Managed Accounts | $237,000 | 170 |
| Total fiduciary and related assets | $1,024,360,000 | 175 |
| Managed Assets ($) | $848,646,000 | 136 |
| Non-managed Assets ($) | $175,714,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,165,000 | 143 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,275,000 | 109 |
| Number of Managed Accounts | $2,033,000 | 85 |
| Number of Non-Managed Accounts | $242,000 | 172 |
| Total fiduciary and related assets | $979,679,000 | 176 |
| Managed Assets ($) | $786,668,000 | 142 |
| Non-managed Assets ($) | $193,011,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,753,000 | 146 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,377,000 | 107 |
| Number of Managed Accounts | $2,042,000 | 87 |
| Number of Non-Managed Accounts | $335,000 | 142 |
| Total fiduciary and related assets | $991,463,000 | 178 |
| Managed Assets ($) | $806,303,000 | 141 |
| Non-managed Assets ($) | $185,160,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,346,000 | 148 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,282,000 | 121 |
| Number of Managed Accounts | $2,042,000 | 94 |
| Number of Non-Managed Accounts | $240,000 | 250 |
| Total fiduciary and related assets | $971,482,000 | 183 |
| Managed Assets ($) | $794,922,000 | 144 |
| Non-managed Assets ($) | $176,560,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,954,000 | 153 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,467,000 | 116 |
| Number of Managed Accounts | $2,229,000 | 83 |
| Number of Non-Managed Accounts | $238,000 | 189 |
| Total fiduciary and related assets | $928,959,000 | 189 |
| Managed Assets ($) | $761,697,000 | 150 |
| Non-managed Assets ($) | $167,262,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,496,000 | 163 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,585,000 | 113 |
| Number of Managed Accounts | $2,322,000 | 80 |
| Number of Non-Managed Accounts | $263,000 | 184 |
| Total fiduciary and related assets | $862,531,000 | 200 |
| Managed Assets ($) | $697,637,000 | 161 |
| Non-managed Assets ($) | $164,894,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,221,000 | 172 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,633,000 | 112 |
| Number of Managed Accounts | $2,382,000 | 84 |
| Number of Non-Managed Accounts | $251,000 | 195 |
| Total fiduciary and related assets | $820,357,000 | 205 |
| Managed Assets ($) | $678,309,000 | 165 |
| Non-managed Assets ($) | $142,048,000 | 226 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 178 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,886,000 | 109 |
| Number of Managed Accounts | $2,503,000 | 86 |
| Number of Non-Managed Accounts | $383,000 | 195 |
| Total fiduciary and related assets | $822,642,000 | 205 |
| Managed Assets ($) | $671,395,000 | 165 |
| Non-managed Assets ($) | $151,247,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,900,000 | 195 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,990,000 | 128 |
| Number of Managed Accounts | $1,772,000 | 101 |
| Number of Non-Managed Accounts | $218,000 | 272 |
| Total fiduciary and related assets | $710,612,000 | 207 |
| Managed Assets ($) | $593,430,000 | 168 |
| Non-managed Assets ($) | $117,182,000 | 227 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,041,000 | 225 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,745,000 | 240 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $2,349,000 | 303 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,879,000 | 332 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,513,000 | 376 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,139,000 | 472 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $856,000 | 569 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $742,000 | 607 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $639,000 | 674 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $596,000 | 705 |