Home > Cambridge Trust Company > Total Managed Assets held in Fiduciary Accounts
Cambridge Trust Company, Total Managed Assets held in Fiduciary Accounts
2024-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 2 |
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 |
2024-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 7 |
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 |
2023-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 4 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $3,446,913,000 | 78 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $4,549,000 | 33 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $114,291,000 | 48 |
US Treasury & US government agency obligations, managed personal trust&agency | $219,441,000 | 82 |
State, county and municipal obligations, managed personal trust&agency accts, | $341,840,000 | 54 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $357,626,000 | 60 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $412,771,000 | 86 |
Other mutual funds, managed personal trust&agency accts, etc.. | $268,842,000 | 97 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 60 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 53 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $120,192,000 | 75 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $1,314,000 | 168 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,582,063,000 | 60 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 328 |
Real Estate, managed personal trust&agency accts, etc.. | $15,998,000 | 308 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $7,986,000 | 313 |
Managed employee benefit and retirements-related trust and agency acccounts | $544,953,000 | 91 |
Managed employee benefit & retirement trust noninterest bearing deposits | $932,000 | 36 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $5,000 | 432 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $39,132,000 | 58 |
State, county & municipal obligations,managed emp benft & retire-related | $50,000 | 237 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $27,640,000 | 81 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $118,786,000 | 98 |
Other mutual funds,managed emp benft & retire-related trust accnts | $90,441,000 | 100 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 34 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 29 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $34,010,000 | 75 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $233,957,000 | 50 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 28 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 121 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 293 |
Total all other managed assets: | $334,286,000 | 84 |
Noninterest-bearing Deposits, all other managed accounts | $44,000 | 77 |
Interest-bearing deposits, all other managed accounts | $0 | 427 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $49,659,000 | 55 |
State, county and municipal obligations, all other managed accounts | $0 | 283 |
Money market mutual funds, all other managed accounts | $22,722,000 | 77 |
Equity mutual funds, all other managed accounts | $44,337,000 | 96 |
Other mutual funds, all other managed accounts | $28,000,000 | 101 |
Common trust funds and collective investment funds, all other managed account | $0 | 75 |
Other short-term obligations, all other managed accounts | $0 | 70 |
Other notes and bonds, all other managed accounts | $35,281,000 | 56 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 110 |
Other common and preferred stocks, all other managed accounts | $151,927,000 | 60 |
Real Estate Mortgages, all other managed accounts | $0 | 38 |
Real estate, all other managed accounts | $2,239,000 | 102 |
Miscellaneous assets, all other managed accounts | $77,000 | 192 |
2023-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 5 |
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 |
2023-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 3 |
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 |
2023-03-31 | 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 |
2022-12-31 | 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 | $3,172,913,000 | 85 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,575,000 | 63 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $114,530,000 | 41 |
US Treasury & US government agency obligations, managed personal trust&agency | $189,772,000 | 81 |
State, county and municipal obligations, managed personal trust&agency accts, | $339,861,000 | 55 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $332,220,000 | 51 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $142,968,000 | 165 |
Other mutual funds, managed personal trust&agency accts, etc.. | $384,189,000 | 74 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 57 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 69 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $118,790,000 | 70 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $1,839,000 | 160 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,527,415,000 | 63 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 310 |
Real Estate, managed personal trust&agency accts, etc.. | $14,443,000 | 321 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $5,311,000 | 375 |
Managed employee benefit and retirements-related trust and agency acccounts | $486,347,000 | 96 |
Managed employee benefit & retirement trust noninterest bearing deposits | $384,000 | 53 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $9,000 | 422 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $36,777,000 | 58 |
State, county & municipal obligations,managed emp benft & retire-related | $398,000 | 164 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $28,427,000 | 84 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $37,636,000 | 187 |
Other mutual funds,managed emp benft & retire-related trust accnts | $122,446,000 | 81 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 33 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $35,273,000 | 75 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $525,000 | 53 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $224,457,000 | 55 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 38 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 116 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $15,000 | 275 |
Total all other managed assets: | $216,484,000 | 103 |
Noninterest-bearing Deposits, all other managed accounts | $30,000 | 88 |
Interest-bearing deposits, all other managed accounts | $0 | 394 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $28,654,000 | 71 |
State, county and municipal obligations, all other managed accounts | $105,000 | 196 |
Money market mutual funds, all other managed accounts | $10,575,000 | 101 |
Equity mutual funds, all other managed accounts | $15,984,000 | 151 |
Other mutual funds, all other managed accounts | $25,136,000 | 102 |
Common trust funds and collective investment funds, all other managed account | $0 | 38 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $25,814,000 | 73 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 62 |
Other common and preferred stocks, all other managed accounts | $107,947,000 | 68 |
Real Estate Mortgages, all other managed accounts | $0 | 44 |
Real estate, all other managed accounts | $2,239,000 | 91 |
Miscellaneous assets, all other managed accounts | $0 | 235 |
2022-09-30 | 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 |
2022-06-30 | 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 |
2022-03-31 | 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 |
2021-12-31 | 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 | $3,785,031,000 | 62 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $17,532,000 | 16 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $124,231,000 | 29 |
US Treasury & US government agency obligations, managed personal trust&agency | $132,213,000 | 62 |
State, county and municipal obligations, managed personal trust&agency accts, | $384,071,000 | 45 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $210,893,000 | 57 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $128,867,000 | 177 |
Other mutual funds, managed personal trust&agency accts, etc.. | $539,054,000 | 64 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 47 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 67 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $126,646,000 | 63 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $1,839,000 | 134 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $2,061,440,000 | 45 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 308 |
Real Estate, managed personal trust&agency accts, etc.. | $22,964,000 | 208 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $35,281,000 | 145 |
Managed employee benefit and retirements-related trust and agency acccounts | $593,356,000 | 89 |
Managed employee benefit & retirement trust noninterest bearing deposits | $3,459,000 | 14 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $223,000 | 296 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $25,314,000 | 54 |
State, county & municipal obligations,managed emp benft & retire-related | $624,000 | 143 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $29,791,000 | 67 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $28,129,000 | 216 |
Other mutual funds,managed emp benft & retire-related trust accnts | $169,197,000 | 73 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 30 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $42,006,000 | 59 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $123,000 | 68 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $287,837,000 | 45 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 41 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 122 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $6,653,000 | 65 |
Total all other managed assets: | $277,796,000 | 79 |
Noninterest-bearing Deposits, all other managed accounts | $210,000 | 35 |
Interest-bearing deposits, all other managed accounts | $0 | 388 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $23,995,000 | 58 |
State, county and municipal obligations, all other managed accounts | $116,000 | 182 |
Money market mutual funds, all other managed accounts | $11,276,000 | 86 |
Equity mutual funds, all other managed accounts | $12,359,000 | 176 |
Other mutual funds, all other managed accounts | $32,021,000 | 94 |
Common trust funds and collective investment funds, all other managed account | $0 | 34 |
Other short-term obligations, all other managed accounts | $0 | 29 |
Other notes and bonds, all other managed accounts | $32,797,000 | 57 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $158,767,000 | 51 |
Real Estate Mortgages, all other managed accounts | $0 | 44 |
Real estate, all other managed accounts | $2,239,000 | 89 |
Miscellaneous assets, all other managed accounts | $4,016,000 | 42 |
2021-09-30 | 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 |
2021-06-30 | 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 |
2021-03-31 | 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 |
2020-12-31 | 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 | $3,373,127,000 | 66 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,020,000 | 82 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $119,567,000 | 37 |
US Treasury & US government agency obligations, managed personal trust&agency | $132,570,000 | 67 |
State, county and municipal obligations, managed personal trust&agency accts, | $380,895,000 | 51 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $233,526,000 | 56 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $312,433,000 | 92 |
Other mutual funds, managed personal trust&agency accts, etc.. | $257,222,000 | 95 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 54 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 74 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $134,421,000 | 57 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 209 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,748,495,000 | 49 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 322 |
Real Estate, managed personal trust&agency accts, etc.. | $17,770,000 | 237 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $35,208,000 | 131 |
Managed employee benefit and retirements-related trust and agency acccounts | $394,887,000 | 105 |
Managed employee benefit & retirement trust noninterest bearing deposits | $32,000 | 131 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 448 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $24,492,000 | 58 |
State, county & municipal obligations,managed emp benft & retire-related | $261,000 | 186 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $30,327,000 | 67 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $27,379,000 | 208 |
Other mutual funds,managed emp benft & retire-related trust accnts | $36,646,000 | 173 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 37 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 36 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $42,356,000 | 62 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 91 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $228,225,000 | 48 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 49 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 142 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $5,169,000 | 73 |
Total all other managed assets: | $226,138,000 | 84 |
Noninterest-bearing Deposits, all other managed accounts | $26,000 | 88 |
Interest-bearing deposits, all other managed accounts | $226,000 | 270 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $22,013,000 | 59 |
State, county and municipal obligations, all other managed accounts | $146,000 | 182 |
Money market mutual funds, all other managed accounts | $13,718,000 | 71 |
Equity mutual funds, all other managed accounts | $12,437,000 | 156 |
Other mutual funds, all other managed accounts | $7,545,000 | 181 |
Common trust funds and collective investment funds, all other managed account | $0 | 36 |
Other short-term obligations, all other managed accounts | $0 | 31 |
Other notes and bonds, all other managed accounts | $30,768,000 | 57 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $135,502,000 | 51 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $1,952,000 | 91 |
Miscellaneous assets, all other managed accounts | $1,805,000 | 69 |
2020-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $2,740,618,000 | 70 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $2,937,000 | 37 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $126,885,000 | 29 |
US Treasury & US government agency obligations, managed personal trust&agency | $185,600,000 | 57 |
State, county and municipal obligations, managed personal trust&agency accts, | $304,061,000 | 61 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $166,780,000 | 69 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $154,765,000 | 139 |
Other mutual funds, managed personal trust&agency accts, etc.. | $145,104,000 | 128 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 56 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 82 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $97,177,000 | 68 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 203 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,533,655,000 | 47 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 344 |
Real Estate, managed personal trust&agency accts, etc.. | $16,209,000 | 258 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $7,445,000 | 290 |
Managed employee benefit and retirements-related trust and agency acccounts | $344,680,000 | 110 |
Managed employee benefit & retirement trust noninterest bearing deposits | $18,000 | 149 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 480 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $28,819,000 | 59 |
State, county & municipal obligations,managed emp benft & retire-related | $628,000 | 151 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $18,308,000 | 86 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $24,554,000 | 220 |
Other mutual funds,managed emp benft & retire-related trust accnts | $35,350,000 | 163 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 39 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 37 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $25,259,000 | 87 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 97 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $207,559,000 | 47 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 64 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 157 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $4,185,000 | 82 |
Total all other managed assets: | $202,073,000 | 84 |
Noninterest-bearing Deposits, all other managed accounts | $-20,000 | 5,159 |
Interest-bearing deposits, all other managed accounts | $752,000 | 203 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $24,375,000 | 58 |
State, county and municipal obligations, all other managed accounts | $131,000 | 183 |
Money market mutual funds, all other managed accounts | $7,613,000 | 106 |
Equity mutual funds, all other managed accounts | $10,155,000 | 162 |
Other mutual funds, all other managed accounts | $12,185,000 | 131 |
Common trust funds and collective investment funds, all other managed account | $0 | 38 |
Other short-term obligations, all other managed accounts | $0 | 32 |
Other notes and bonds, all other managed accounts | $19,218,000 | 71 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $125,712,000 | 47 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $1,952,000 | 88 |
Miscellaneous assets, all other managed accounts | $0 | 212 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $2,319,055,000 | 69 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $396,000 | 127 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $121,324,000 | 29 |
US Treasury & US government agency obligations, managed personal trust&agency | $150,911,000 | 61 |
State, county and municipal obligations, managed personal trust&agency accts, | $262,239,000 | 63 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $219,219,000 | 48 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $123,167,000 | 135 |
Other mutual funds, managed personal trust&agency accts, etc.. | $122,395,000 | 125 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 59 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 80 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $107,544,000 | 64 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 195 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,190,862,000 | 48 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 353 |
Real Estate, managed personal trust&agency accts, etc.. | $14,978,000 | 270 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,020,000 | 324 |
Managed employee benefit and retirements-related trust and agency acccounts | $270,942,000 | 119 |
Managed employee benefit & retirement trust noninterest bearing deposits | $250,000 | 68 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 503 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $20,822,000 | 66 |
State, county & municipal obligations,managed emp benft & retire-related | $1,268,000 | 119 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $20,297,000 | 76 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $18,388,000 | 220 |
Other mutual funds,managed emp benft & retire-related trust accnts | $26,230,000 | 185 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 39 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 36 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $27,736,000 | 81 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $152,147,000 | 54 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 68 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 162 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $3,804,000 | 75 |
Total all other managed assets: | $169,550,000 | 87 |
Noninterest-bearing Deposits, all other managed accounts | $3,000 | 165 |
Interest-bearing deposits, all other managed accounts | $543,000 | 227 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $21,302,000 | 60 |
State, county and municipal obligations, all other managed accounts | $103,000 | 196 |
Money market mutual funds, all other managed accounts | $10,017,000 | 84 |
Equity mutual funds, all other managed accounts | $8,361,000 | 161 |
Other mutual funds, all other managed accounts | $8,873,000 | 139 |
Common trust funds and collective investment funds, all other managed account | $0 | 40 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $24,423,000 | 64 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 49 |
Other common and preferred stocks, all other managed accounts | $95,925,000 | 51 |
Real Estate Mortgages, all other managed accounts | $0 | 54 |
Real estate, all other managed accounts | $0 | 193 |
Miscellaneous assets, all other managed accounts | $0 | 208 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $2,517,640,000 | 68 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $283,000 | 138 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $127,655,000 | 25 |
US Treasury & US government agency obligations, managed personal trust&agency | $186,872,000 | 50 |
State, county and municipal obligations, managed personal trust&agency accts, | $263,515,000 | 60 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $193,738,000 | 49 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $134,157,000 | 140 |
Other mutual funds, managed personal trust&agency accts, etc.. | $109,736,000 | 142 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 66 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 80 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $175,570,000 | 52 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 192 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,304,371,000 | 48 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 378 |
Real Estate, managed personal trust&agency accts, etc.. | $15,273,000 | 276 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,470,000 | 314 |
Managed employee benefit and retirements-related trust and agency acccounts | $270,639,000 | 122 |
Managed employee benefit & retirement trust noninterest bearing deposits | $45,000 | 132 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 516 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $5,887,000 | 103 |
State, county & municipal obligations,managed emp benft & retire-related | $1,147,000 | 129 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $12,147,000 | 98 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $20,681,000 | 226 |
Other mutual funds,managed emp benft & retire-related trust accnts | $21,566,000 | 205 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 46 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 35 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $38,782,000 | 69 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 94 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $165,727,000 | 57 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 80 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 173 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $4,657,000 | 71 |
Total all other managed assets: | $183,043,000 | 83 |
Noninterest-bearing Deposits, all other managed accounts | $8,000 | 129 |
Interest-bearing deposits, all other managed accounts | $697,000 | 214 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $8,543,000 | 85 |
State, county and municipal obligations, all other managed accounts | $344,000 | 150 |
Money market mutual funds, all other managed accounts | $8,926,000 | 76 |
Equity mutual funds, all other managed accounts | $11,923,000 | 149 |
Other mutual funds, all other managed accounts | $8,293,000 | 151 |
Common trust funds and collective investment funds, all other managed account | $0 | 39 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $32,804,000 | 58 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $111,405,000 | 51 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 202 |
Miscellaneous assets, all other managed accounts | $100,000 | 153 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $2,196,846,000 | 68 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $-95,000 | 5,883 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $115,524,000 | 26 |
US Treasury & US government agency obligations, managed personal trust&agency | $151,235,000 | 54 |
State, county and municipal obligations, managed personal trust&agency accts, | $241,624,000 | 64 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $139,764,000 | 57 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $76,035,000 | 164 |
Other mutual funds, managed personal trust&agency accts, etc.. | $85,474,000 | 151 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 72 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 87 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $169,805,000 | 49 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 200 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,197,356,000 | 47 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 405 |
Real Estate, managed personal trust&agency accts, etc.. | $13,213,000 | 300 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,911,000 | 307 |
Managed employee benefit and retirements-related trust and agency acccounts | $234,835,000 | 126 |
Managed employee benefit & retirement trust noninterest bearing deposits | $27,000 | 131 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 527 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $5,283,000 | 106 |
State, county & municipal obligations,managed emp benft & retire-related | $1,153,000 | 134 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $12,320,000 | 100 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $9,492,000 | 274 |
Other mutual funds,managed emp benft & retire-related trust accnts | $18,657,000 | 203 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 43 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 33 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $38,246,000 | 64 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 98 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $145,633,000 | 61 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 87 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 181 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $4,024,000 | 75 |
Total all other managed assets: | $139,781,000 | 90 |
Noninterest-bearing Deposits, all other managed accounts | $5,000 | 131 |
Interest-bearing deposits, all other managed accounts | $0 | 434 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $7,409,000 | 98 |
State, county and municipal obligations, all other managed accounts | $345,000 | 154 |
Money market mutual funds, all other managed accounts | $5,758,000 | 101 |
Equity mutual funds, all other managed accounts | $2,946,000 | 228 |
Other mutual funds, all other managed accounts | $6,458,000 | 159 |
Common trust funds and collective investment funds, all other managed account | $0 | 45 |
Other short-term obligations, all other managed accounts | $0 | 37 |
Other notes and bonds, all other managed accounts | $27,511,000 | 64 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 51 |
Other common and preferred stocks, all other managed accounts | $89,260,000 | 61 |
Real Estate Mortgages, all other managed accounts | $0 | 61 |
Real estate, all other managed accounts | $0 | 214 |
Miscellaneous assets, all other managed accounts | $89,000 | 178 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,995,116,000 | 68 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,282,000 | 60 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $115,163,000 | 27 |
US Treasury & US government agency obligations, managed personal trust&agency | $154,755,000 | 51 |
State, county and municipal obligations, managed personal trust&agency accts, | $222,376,000 | 63 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $137,032,000 | 57 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $87,550,000 | 149 |
Other mutual funds, managed personal trust&agency accts, etc.. | $73,376,000 | 153 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 81 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 92 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $170,394,000 | 47 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $0 | 194 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $1,019,851,000 | 52 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 416 |
Real Estate, managed personal trust&agency accts, etc.. | $8,043,000 | 401 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $5,294,000 | 339 |
Managed employee benefit and retirements-related trust and agency acccounts | $215,641,000 | 129 |
Managed employee benefit & retirement trust noninterest bearing deposits | $30,000 | 144 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 554 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $3,779,000 | 128 |
State, county & municipal obligations,managed emp benft & retire-related | $1,162,000 | 133 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $14,429,000 | 89 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $11,161,000 | 253 |
Other mutual funds,managed emp benft & retire-related trust accnts | $16,283,000 | 210 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 43 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 26 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $34,875,000 | 67 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $129,458,000 | 63 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 90 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 192 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $4,464,000 | 73 |
Total all other managed assets: | $116,609,000 | 95 |
Noninterest-bearing Deposits, all other managed accounts | $19,000 | 116 |
Interest-bearing deposits, all other managed accounts | $200,000 | 313 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $4,171,000 | 111 |
State, county and municipal obligations, all other managed accounts | $334,000 | 161 |
Money market mutual funds, all other managed accounts | $6,310,000 | 96 |
Equity mutual funds, all other managed accounts | $4,735,000 | 199 |
Other mutual funds, all other managed accounts | $4,734,000 | 175 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 38 |
Other notes and bonds, all other managed accounts | $23,062,000 | 68 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $72,962,000 | 62 |
Real Estate Mortgages, all other managed accounts | $0 | 65 |
Real estate, all other managed accounts | $0 | 220 |
Miscellaneous assets, all other managed accounts | $82,000 | 183 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,984,204,000 | 71 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $666,000 | 86 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $116,121,000 | 29 |
US Treasury & US government agency obligations, managed personal trust&agency | $210,566,000 | 43 |
State, county and municipal obligations, managed personal trust&agency accts, | $203,556,000 | 67 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $162,450,000 | 51 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $103,966,000 | 139 |
Other mutual funds, managed personal trust&agency accts, etc.. | $74,253,000 | 157 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 83 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 102 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $145,908,000 | 55 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $50,000 | 189 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $956,472,000 | 53 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 441 |
Real Estate, managed personal trust&agency accts, etc.. | $6,258,000 | 450 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $3,938,000 | 396 |
Managed employee benefit and retirements-related trust and agency acccounts | $195,233,000 | 136 |
Managed employee benefit & retirement trust noninterest bearing deposits | $19,000 | 189 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $75,000 | 494 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $3,875,000 | 132 |
State, county & municipal obligations,managed emp benft & retire-related | $1,043,000 | 136 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $16,604,000 | 84 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $12,573,000 | 247 |
Other mutual funds,managed emp benft & retire-related trust accnts | $14,868,000 | 222 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 49 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 31 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $29,647,000 | 75 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 102 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $111,833,000 | 72 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 106 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 182 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $4,696,000 | 68 |
Total all other managed assets: | $109,310,000 | 98 |
Noninterest-bearing Deposits, all other managed accounts | $5,000 | 162 |
Interest-bearing deposits, all other managed accounts | $200,000 | 303 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $3,385,000 | 125 |
State, county and municipal obligations, all other managed accounts | $362,000 | 156 |
Money market mutual funds, all other managed accounts | $8,001,000 | 90 |
Equity mutual funds, all other managed accounts | $5,055,000 | 202 |
Other mutual funds, all other managed accounts | $5,431,000 | 162 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 35 |
Other notes and bonds, all other managed accounts | $19,867,000 | 69 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $67,004,000 | 66 |
Real Estate Mortgages, all other managed accounts | $0 | 67 |
Real estate, all other managed accounts | $0 | 215 |
Miscellaneous assets, all other managed accounts | $0 | 233 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,867,128,000 | 71 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,188,000 | 53 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $124,465,000 | 21 |
US Treasury & US government agency obligations, managed personal trust&agency | $218,677,000 | 46 |
State, county and municipal obligations, managed personal trust&agency accts, | $195,661,000 | 70 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $120,108,000 | 63 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $120,279,000 | 125 |
Other mutual funds, managed personal trust&agency accts, etc.. | $71,862,000 | 146 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 86 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 92 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $128,478,000 | 58 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $50,000 | 193 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $876,679,000 | 52 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 463 |
Real Estate, managed personal trust&agency accts, etc.. | $6,775,000 | 424 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,906,000 | 441 |
Managed employee benefit and retirements-related trust and agency acccounts | $179,947,000 | 138 |
Managed employee benefit & retirement trust noninterest bearing deposits | $24,000 | 169 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 608 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $4,909,000 | 125 |
State, county & municipal obligations,managed emp benft & retire-related | $405,000 | 206 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $11,690,000 | 107 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $16,556,000 | 213 |
Other mutual funds,managed emp benft & retire-related trust accnts | $14,596,000 | 216 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 51 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 29 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $23,713,000 | 83 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $82,000 | 78 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $103,271,000 | 73 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 112 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 182 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $4,701,000 | 63 |
Total all other managed assets: | $90,344,000 | 103 |
Noninterest-bearing Deposits, all other managed accounts | $5,000 | 156 |
Interest-bearing deposits, all other managed accounts | $349,000 | 255 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $3,347,000 | 127 |
State, county and municipal obligations, all other managed accounts | $290,000 | 157 |
Money market mutual funds, all other managed accounts | $4,927,000 | 99 |
Equity mutual funds, all other managed accounts | $7,075,000 | 166 |
Other mutual funds, all other managed accounts | $5,429,000 | 156 |
Common trust funds and collective investment funds, all other managed account | $0 | 48 |
Other short-term obligations, all other managed accounts | $0 | 34 |
Other notes and bonds, all other managed accounts | $15,186,000 | 71 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $53,736,000 | 68 |
Real Estate Mortgages, all other managed accounts | $0 | 62 |
Real estate, all other managed accounts | $0 | 209 |
Miscellaneous assets, all other managed accounts | $0 | 219 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,596,548,000 | 72 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $620,000 | 112 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $106,716,000 | 23 |
US Treasury & US government agency obligations, managed personal trust&agency | $179,890,000 | 52 |
State, county and municipal obligations, managed personal trust&agency accts, | $207,689,000 | 67 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $133,893,000 | 65 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $86,626,000 | 121 |
Other mutual funds, managed personal trust&agency accts, etc.. | $63,821,000 | 157 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 88 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 108 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $111,948,000 | 61 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $65,000 | 182 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $696,162,000 | 53 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 480 |
Real Estate, managed personal trust&agency accts, etc.. | $7,632,000 | 381 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,486,000 | 531 |
Managed employee benefit and retirements-related trust and agency acccounts | $139,459,000 | 145 |
Managed employee benefit & retirement trust noninterest bearing deposits | $1,482,000 | 16 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 630 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $6,281,000 | 117 |
State, county & municipal obligations,managed emp benft & retire-related | $440,000 | 195 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $12,440,000 | 92 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $10,810,000 | 235 |
Other mutual funds,managed emp benft & retire-related trust accnts | $11,287,000 | 232 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 55 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 32 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $21,486,000 | 80 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $95,000 | 75 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $75,138,000 | 78 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 122 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 191 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 384 |
Total all other managed assets: | $56,367,000 | 127 |
Noninterest-bearing Deposits, all other managed accounts | $2,000 | 206 |
Interest-bearing deposits, all other managed accounts | $0 | 467 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $4,804,000 | 120 |
State, county and municipal obligations, all other managed accounts | $216,000 | 179 |
Money market mutual funds, all other managed accounts | $5,941,000 | 93 |
Equity mutual funds, all other managed accounts | $2,737,000 | 224 |
Other mutual funds, all other managed accounts | $3,529,000 | 182 |
Common trust funds and collective investment funds, all other managed account | $0 | 52 |
Other short-term obligations, all other managed accounts | $0 | 36 |
Other notes and bonds, all other managed accounts | $9,691,000 | 86 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 58 |
Other common and preferred stocks, all other managed accounts | $29,447,000 | 77 |
Real Estate Mortgages, all other managed accounts | $0 | 62 |
Real estate, all other managed accounts | $0 | 185 |
Miscellaneous assets, all other managed accounts | $0 | 209 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,288,347,000 | 78 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $665,000 | 89 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $102,182,000 | 20 |
US Treasury & US government agency obligations, managed personal trust&agency | $65,340,000 | 86 |
State, county and municipal obligations, managed personal trust&agency accts, | $184,062,000 | 67 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $112,664,000 | 66 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $64,322,000 | 122 |
Other mutual funds, managed personal trust&agency accts, etc.. | $42,595,000 | 166 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 92 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 104 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $91,133,000 | 65 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $50,000 | 182 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $617,759,000 | 54 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 504 |
Real Estate, managed personal trust&agency accts, etc.. | $6,472,000 | 382 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,103,000 | 570 |
Managed employee benefit and retirements-related trust and agency acccounts | $111,579,000 | 153 |
Managed employee benefit & retirement trust noninterest bearing deposits | $20,000 | 184 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 677 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $8,281,000 | 112 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 375 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $10,027,000 | 102 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $7,387,000 | 260 |
Other mutual funds,managed emp benft & retire-related trust accnts | $7,605,000 | 254 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 57 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 35 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $16,766,000 | 97 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $94,000 | 61 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $61,399,000 | 85 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 127 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 195 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 386 |
Total all other managed assets: | $64,192,000 | 108 |
Noninterest-bearing Deposits, all other managed accounts | $128,000 | 44 |
Interest-bearing deposits, all other managed accounts | $0 | 481 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $5,671,000 | 116 |
State, county and municipal obligations, all other managed accounts | $205,000 | 174 |
Money market mutual funds, all other managed accounts | $6,583,000 | 82 |
Equity mutual funds, all other managed accounts | $2,727,000 | 211 |
Other mutual funds, all other managed accounts | $2,340,000 | 190 |
Common trust funds and collective investment funds, all other managed account | $0 | 49 |
Other short-term obligations, all other managed accounts | $0 | 39 |
Other notes and bonds, all other managed accounts | $11,328,000 | 79 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $35,210,000 | 62 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 176 |
Miscellaneous assets, all other managed accounts | $0 | 208 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,306,361,000 | 80 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $93,000 | 229 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $96,652,000 | 23 |
US Treasury & US government agency obligations, managed personal trust&agency | $83,778,000 | 86 |
State, county and municipal obligations, managed personal trust&agency accts, | $186,929,000 | 67 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $108,350,000 | 66 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $60,897,000 | 136 |
Other mutual funds, managed personal trust&agency accts, etc.. | $28,987,000 | 197 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 110 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 126 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $99,871,000 | 65 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $60,000 | 184 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $629,236,000 | 58 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 522 |
Real Estate, managed personal trust&agency accts, etc.. | $10,366,000 | 279 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,142,000 | 578 |
Managed employee benefit and retirements-related trust and agency acccounts | $109,755,000 | 160 |
Managed employee benefit & retirement trust noninterest bearing deposits | $20,000 | 162 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $51,000 | 653 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $9,853,000 | 118 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 388 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $10,335,000 | 101 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $6,570,000 | 283 |
Other mutual funds,managed emp benft & retire-related trust accnts | $5,560,000 | 295 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 72 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 47 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $16,413,000 | 93 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $93,000 | 76 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $60,860,000 | 82 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 133 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 199 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 401 |
Total all other managed assets: | $63,967,000 | 106 |
Noninterest-bearing Deposits, all other managed accounts | $4,000 | 140 |
Interest-bearing deposits, all other managed accounts | $0 | 515 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $7,694,000 | 101 |
State, county and municipal obligations, all other managed accounts | $315,000 | 150 |
Money market mutual funds, all other managed accounts | $5,108,000 | 88 |
Equity mutual funds, all other managed accounts | $2,429,000 | 216 |
Other mutual funds, all other managed accounts | $1,639,000 | 202 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $0 | 55 |
Other notes and bonds, all other managed accounts | $10,890,000 | 71 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $35,888,000 | 64 |
Real Estate Mortgages, all other managed accounts | $0 | 66 |
Real estate, all other managed accounts | $0 | 186 |
Miscellaneous assets, all other managed accounts | $0 | 226 |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | $1,224,358,000 | 76 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $190,000 | 147 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $74,550,000 | 26 |
US Treasury & US government agency obligations, managed personal trust&agency | $87,636,000 | 88 |
State, county and municipal obligations, managed personal trust&agency accts, | $179,714,000 | 65 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $136,373,000 | 59 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $53,951,000 | 115 |
Other mutual funds, managed personal trust&agency accts, etc.. | $23,088,000 | 199 |
Common trust funds and collective investment funds, managed personal trust&ag | $0 | 108 |
Other Short-term obligations, managed personal trust&agency accts, etc.. | $0 | 131 |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | $98,023,000 | 60 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $547,000 | 130 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $556,482,000 | 56 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 535 |
Real Estate, managed personal trust&agency accts, etc.. | $12,429,000 | 231 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,375,000 | 543 |
Managed employee benefit and retirements-related trust and agency acccounts | $98,159,000 | 164 |
Managed employee benefit & retirement trust noninterest bearing deposits | $19,000 | 154 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 723 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $9,516,000 | 148 |
State, county & municipal obligations,managed emp benft & retire-related | $56,000 | 252 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $10,699,000 | 103 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $5,842,000 | 260 |
Other mutual funds,managed emp benft & retire-related trust accnts | $4,701,000 | 264 |
Common trust funds & collective investment funds,managd emp benft & retiremnt | $0 | 77 |
Other short-term obligations, emp benft & retire-related trust accnts | $0 | 51 |
Other notes and bonds,managed emp benft & retire-related trust accnts | $17,854,000 | 83 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $75,000 | 71 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $49,397,000 | 89 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 138 |
Real Estate,managed emp benft & retire-related trust accnts | $0 | 183 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 394 |
Total all other managed assets: | $58,554,000 | 106 |
Noninterest-bearing Deposits, all other managed accounts | $-1,000 | 7,975 |
Interest-bearing deposits, all other managed accounts | $0 | 517 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $6,667,000 | 110 |
State, county and municipal obligations, all other managed accounts | $421,000 | 108 |
Money market mutual funds, all other managed accounts | $7,347,000 | 79 |
Equity mutual funds, all other managed accounts | $2,344,000 | 191 |
Other mutual funds, all other managed accounts | $1,726,000 | 169 |
Common trust funds and collective investment funds, all other managed account | $0 | 56 |
Other short-term obligations, all other managed accounts | $0 | 45 |
Other notes and bonds, all other managed accounts | $9,976,000 | 68 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $30,074,000 | 67 |
Real Estate Mortgages, all other managed accounts | $0 | 64 |
Real estate, all other managed accounts | $0 | 170 |
Miscellaneous assets, all other managed accounts | $0 | 205 |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total managed assets held in fiduciary accounts | ||
Total managed assets held in fiduciary accounts | NA | NA |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | NA | NA |
Interest-bearing deposits managed personal trust and agency accounts and investm | NA | NA |
US Treasury & US government agency obligations, managed personal trust&agency | NA | NA |
State, county and municipal obligations, managed personal trust&agency accts, | NA | NA |
Money market mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Equity mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Other mutual funds, managed personal trust&agency accts, etc.. | NA | NA |
Common trust funds and collective investment funds, managed personal trust&ag | NA | NA |
Other Short-term obligations, managed personal trust&agency accts, etc.. | NA | NA |
Other Notes and Bonds, managed personal trust&agency accts, etc.. | NA | NA |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | NA | NA |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | NA | NA |
Real Estate, managed personal trust&agency accts, etc.. | NA | NA |
Miscellaneous assets, managed personal trust&agency accts, etc.. | NA | NA |
Managed employee benefit and retirements-related trust and agency acccounts | NA | NA |
Managed employee benefit & retirement trust noninterest bearing deposits | NA | NA |
Employee Benefit & Retirement Trust Interest Bearing Deposits | NA | NA |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | NA | NA |
State, county & municipal obligations,managed emp benft & retire-related | NA | NA |
Money market mutual Funds,managed emp benft & retire-related trust accnts | NA | NA |
Equity mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Other mutual funds,managed emp benft & retire-related trust accnts | NA | NA |
Common trust funds & collective investment funds,managd emp benft & retiremnt | NA | NA |
Other short-term obligations, emp benft & retire-related trust accnts | NA | NA |
Other notes and bonds,managed emp benft & retire-related trust accnts | NA | NA |
Investments in unregistered funds & private equity investmnts,emp benft & retire | NA | NA |
Other common & preferred stocks,managed emp benft & retire-related trust accts | NA | NA |
Real estate mortgages,managed emp benft & retire-related trust accnts | NA | NA |
Real Estate,managed emp benft & retire-related trust accnts | NA | NA |
Miscellaneous assets,managed emp benft & retire-related trust accnts | NA | NA |
Total all other managed assets: | NA | NA |
Noninterest-bearing Deposits, all other managed accounts | NA | NA |
Interest-bearing deposits, all other managed accounts | NA | NA |
U.S. treasury & U.S. government agency obligations, all other managed accounts | NA | NA |
State, county and municipal obligations, all other managed accounts | NA | NA |
Money market mutual funds, all other managed accounts | NA | NA |
Equity mutual funds, all other managed accounts | NA | NA |
Other mutual funds, all other managed accounts | NA | NA |
Common trust funds and collective investment funds, all other managed account | NA | NA |
Other short-term obligations, all other managed accounts | NA | NA |
Other notes and bonds, all other managed accounts | NA | NA |
Investmnts in unregistered funds&private equity investmnts, all other managed | NA | NA |
Other common and preferred stocks, all other managed accounts | NA | NA |
Real Estate Mortgages, all other managed accounts | NA | NA |
Real estate, all other managed accounts | NA | NA |
Miscellaneous assets, all other managed accounts | NA | NA |