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Chevy Chase Bank, F.S.B., Fiduciary and Related Services

2009-06-30Rank
Fiduciary powers granted$02,285
Fiduciary power exercised$01,701
Fiduciary or related activity$01,617
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0415
Number of Managed Accounts$0392
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0414
Managed Assets ($)$0392
Non-managed Assets ($)$0391
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$02,301
Fiduciary power exercised$01,711
Fiduciary or related activity$01,627
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$0418
Number of Managed Accounts$0395
Number of Non-Managed Accounts$0393
Total fiduciary and related assets$0417
Managed Assets ($)$0395
Non-managed Assets ($)$0392
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,325,000106
Number of Managed Accounts$1,793,00093
Number of Non-Managed Accounts$532,000124
Total fiduciary and related assets$6,804,380,00061
Managed Assets ($)$2,279,319,00068
Non-managed Assets ($)$4,525,061,00048
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,302,00099
Number of Managed Accounts$1,778,00092
Number of Non-Managed Accounts$524,000105
Total fiduciary and related assets$7,893,398,00060
Managed Assets ($)$2,403,839,00069
Non-managed Assets ($)$5,489,559,00046
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,287,000102
Number of Managed Accounts$1,758,00094
Number of Non-Managed Accounts$529,000108
Total fiduciary and related assets$8,385,803,00064
Managed Assets ($)$2,457,861,00075
Non-managed Assets ($)$5,927,942,00049
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,265,000104
Number of Managed Accounts$1,746,00093
Number of Non-Managed Accounts$519,000107
Total fiduciary and related assets$8,537,278,00064
Managed Assets ($)$2,450,607,00076
Non-managed Assets ($)$6,086,671,00048
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,236,000108
Number of Managed Accounts$1,711,00095
Number of Non-Managed Accounts$525,000125
Total fiduciary and related assets$9,012,380,00060
Managed Assets ($)$2,448,534,00075
Non-managed Assets ($)$6,563,846,00045
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,211,000102
Number of Managed Accounts$1,686,00093
Number of Non-Managed Accounts$525,000103
Total fiduciary and related assets$9,104,906,00060
Managed Assets ($)$2,380,818,00077
Non-managed Assets ($)$6,724,088,00045
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,182,000106
Number of Managed Accounts$1,664,00092
Number of Non-Managed Accounts$518,000108
Total fiduciary and related assets$8,827,882,00064
Managed Assets ($)$2,284,880,00078
Non-managed Assets ($)$6,543,002,00050
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,158,000104
Number of Managed Accounts$1,647,00091
Number of Non-Managed Accounts$511,000106
Total fiduciary and related assets$8,401,470,00064
Managed Assets ($)$2,196,148,00075
Non-managed Assets ($)$6,205,322,00048
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,092,000112
Number of Managed Accounts$1,633,00095
Number of Non-Managed Accounts$459,000134
Total fiduciary and related assets$8,395,205,00064
Managed Assets ($)$2,192,598,00074
Non-managed Assets ($)$6,202,607,00048
Memoranda
Gross Fiduciary activities incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,057,000115
Number of Managed Accounts$1,610,00099
Number of Non-Managed Accounts$447,000116
Total fiduciary and related assets$7,971,260,00068
Managed Assets ($)$2,129,421,00078
Non-managed Assets ($)$5,841,839,00052
Memoranda
Gross Fiduciary activities incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,014,000120
Number of Managed Accounts$1,579,000107
Number of Non-Managed Accounts$435,000122
Total fiduciary and related assets$7,613,665,00073
Managed Assets ($)$2,028,759,00086
Non-managed Assets ($)$5,584,906,00052
Memoranda
Gross Fiduciary activities incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$2,013,000119
Number of Managed Accounts$1,564,000106
Number of Non-Managed Accounts$449,000118
Total fiduciary and related assets$7,692,019,00073
Managed Assets ($)$2,035,743,00086
Non-managed Assets ($)$5,656,276,00052
Memoranda
Gross Fiduciary activities incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,962,000127
Number of Managed Accounts$1,522,000110
Number of Non-Managed Accounts$440,000144
Total fiduciary and related assets$7,477,125,00072
Managed Assets ($)$1,964,063,00088
Non-managed Assets ($)$5,513,062,00052
Memoranda
Gross Fiduciary activities incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,322,000163
Number of Managed Accounts$768,000194
Number of Non-Managed Accounts$554,000100
Total fiduciary and related assets$6,349,378,00079
Managed Assets ($)$869,821,000144
Non-managed Assets ($)$5,479,557,00051
Memoranda
Gross Fiduciary activities incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,299,000166
Number of Managed Accounts$737,000200
Number of Non-Managed Accounts$562,000103
Total fiduciary and related assets$5,720,617,00078
Managed Assets ($)$733,451,000165
Non-managed Assets ($)$4,987,166,00052
Memoranda
Gross Fiduciary activities incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,262,000171
Number of Managed Accounts$718,000200
Number of Non-Managed Accounts$544,000112
Total fiduciary and related assets$5,529,334,00081
Managed Assets ($)$638,842,000177
Non-managed Assets ($)$4,890,492,00053
Memoranda
Gross Fiduciary activities incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,196,000191
Number of Managed Accounts$699,000210
Number of Non-Managed Accounts$497,000143
Total fiduciary and related assets$5,623,759,00082
Managed Assets ($)$641,949,000175
Non-managed Assets ($)$4,981,810,00055
Memoranda
Gross Fiduciary activities incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,189,000178
Number of Managed Accounts$694,000202
Number of Non-Managed Accounts$495,000119
Total fiduciary and related assets$5,188,706,00082
Managed Assets ($)$571,509,000179
Non-managed Assets ($)$4,617,197,00056
Memoranda
Gross Fiduciary activities incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,166,000185
Number of Managed Accounts$679,000207
Number of Non-Managed Accounts$487,000125
Total fiduciary and related assets$5,204,328,00084
Managed Assets ($)$555,902,000183
Non-managed Assets ($)$4,648,426,00059
Memoranda
Gross Fiduciary activities incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,127,000187
Number of Managed Accounts$645,000216
Number of Non-Managed Accounts$482,000126
Total fiduciary and related assets$5,022,470,00084
Managed Assets ($)$500,137,000195
Non-managed Assets ($)$4,522,333,00058
Memoranda
Gross Fiduciary activities incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,083,000216
Number of Managed Accounts$616,000246
Number of Non-Managed Accounts$467,000159
Total fiduciary and related assets$4,972,574,00088
Managed Assets ($)$467,807,000202
Non-managed Assets ($)$4,504,767,00061
Memoranda
Gross Fiduciary activities incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,052,000210
Number of Managed Accounts$604,000238
Number of Non-Managed Accounts$448,000144
Total fiduciary and related assets$4,408,363,00094
Managed Assets ($)$430,393,000214
Non-managed Assets ($)$3,977,970,00064
Memoranda
Gross Fiduciary activities incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,018,000221
Number of Managed Accounts$578,000250
Number of Non-Managed Accounts$440,000145
Total fiduciary and related assets$4,262,385,00096
Managed Assets ($)$415,524,000220
Non-managed Assets ($)$3,846,861,00068
Memoranda
Gross Fiduciary activities incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,000,000228
Number of Managed Accounts$572,000256
Number of Non-Managed Accounts$428,000152
Total fiduciary and related assets$3,665,478,000100
Managed Assets ($)$374,407,000231
Non-managed Assets ($)$3,291,071,00073
Memoranda
Gross Fiduciary activities incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$955,000263
Number of Managed Accounts$556,000286
Number of Non-Managed Accounts$399,000190
Total fiduciary and related assets$3,868,755,00098
Managed Assets ($)$372,063,000232
Non-managed Assets ($)$3,496,692,00067
Memoranda
Gross Fiduciary activities incomeNANA
2001-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01,865
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities incomeNANA