Home > Citizens Bank of Massachusetts > Fiduciary and Related Services
Citizens Bank of Massachusetts, Fiduciary and Related Services
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $219,000 | 378 |
| Number of Managed Accounts | $165,000 | 358 |
| Number of Non-Managed Accounts | $54,000 | 275 |
| Total fiduciary and related assets | $614,778,000 | 237 |
| Managed Assets ($) | $462,199,000 | 217 |
| Non-managed Assets ($) | $152,579,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,483,000 | 224 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $214,000 | 383 |
| Number of Managed Accounts | $165,000 | 362 |
| Number of Non-Managed Accounts | $49,000 | 283 |
| Total fiduciary and related assets | $674,966,000 | 220 |
| Managed Assets ($) | $534,550,000 | 191 |
| Non-managed Assets ($) | $140,416,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | $733,000 | 224 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $208,000 | 651 |
| Number of Managed Accounts | $158,000 | 596 |
| Number of Non-Managed Accounts | $50,000 | 555 |
| Total fiduciary and related assets | $629,690,000 | 224 |
| Managed Assets ($) | $494,224,000 | 202 |
| Non-managed Assets ($) | $135,466,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,819,000 | 216 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $196,000 | 373 |
| Number of Managed Accounts | $149,000 | 348 |
| Number of Non-Managed Accounts | $47,000 | 286 |
| Total fiduciary and related assets | $602,434,000 | 232 |
| Managed Assets ($) | $473,882,000 | 208 |
| Non-managed Assets ($) | $128,552,000 | 219 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,062,000 | 224 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $190,000 | 379 |
| Number of Managed Accounts | $143,000 | 354 |
| Number of Non-Managed Accounts | $47,000 | 293 |
| Total fiduciary and related assets | $594,073,000 | 236 |
| Managed Assets ($) | $470,597,000 | 206 |
| Non-managed Assets ($) | $123,476,000 | 231 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,369,000 | 231 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $185,000 | 385 |
| Number of Managed Accounts | $144,000 | 362 |
| Number of Non-Managed Accounts | $41,000 | 305 |
| Total fiduciary and related assets | $614,742,000 | 236 |
| Managed Assets ($) | $475,157,000 | 207 |
| Non-managed Assets ($) | $139,585,000 | 223 |
| Memoranda | ||
| Gross Fiduciary activities income | $689,000 | 229 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $172,000 | 730 |
| Number of Managed Accounts | $132,000 | 665 |
| Number of Non-Managed Accounts | $40,000 | 636 |
| Total fiduciary and related assets | $576,519,000 | 240 |
| Managed Assets ($) | $449,649,000 | 212 |
| Non-managed Assets ($) | $126,870,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,955,000 | 276 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $164,000 | 379 |
| Number of Managed Accounts | $125,000 | 357 |
| Number of Non-Managed Accounts | $39,000 | 305 |
| Total fiduciary and related assets | $456,673,000 | 265 |
| Managed Assets ($) | $338,499,000 | 243 |
| Non-managed Assets ($) | $118,174,000 | 224 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,366,000 | 283 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $143,000 | 405 |
| Number of Managed Accounts | $115,000 | 377 |
| Number of Non-Managed Accounts | $28,000 | 339 |
| Total fiduciary and related assets | $374,773,000 | 295 |
| Managed Assets ($) | $283,965,000 | 269 |
| Non-managed Assets ($) | $90,808,000 | 238 |
| Memoranda | ||
| Gross Fiduciary activities income | $919,000 | 279 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $138,000 | 409 |
| Number of Managed Accounts | $109,000 | 380 |
| Number of Non-Managed Accounts | $29,000 | 335 |
| Total fiduciary and related assets | $304,361,000 | 324 |
| Managed Assets ($) | $213,981,000 | 306 |
| Non-managed Assets ($) | $90,380,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $434,000 | 295 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $139,000 | 822 |
| Number of Managed Accounts | $110,000 | 729 |
| Number of Non-Managed Accounts | $29,000 | 734 |
| Total fiduciary and related assets | $303,607,000 | 329 |
| Managed Assets ($) | $217,581,000 | 314 |
| Non-managed Assets ($) | $86,026,000 | 273 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,232,000 | 335 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 453 |
| Number of Managed Accounts | $0 | 424 |
| Number of Non-Managed Accounts | $0 | 423 |
| Total fiduciary and related assets | $0 | 451 |
| Managed Assets ($) | $0 | 424 |
| Non-managed Assets ($) | $0 | 421 |
| Memoranda | ||
| Gross Fiduciary activities income | $864,000 | 358 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 462 |
| Number of Managed Accounts | $0 | 429 |
| Number of Non-Managed Accounts | $0 | 432 |
| Total fiduciary and related assets | $0 | 459 |
| Managed Assets ($) | $0 | 429 |
| Non-managed Assets ($) | $0 | 429 |
| Memoranda | ||
| Gross Fiduciary activities income | $535,000 | 370 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
| Number of Managed Accounts | $0 | 438 |
| Number of Non-Managed Accounts | $0 | 438 |
| Total fiduciary and related assets | $0 | 471 |
| Managed Assets ($) | $0 | 438 |
| Non-managed Assets ($) | $0 | 436 |
| Memoranda | ||
| Gross Fiduciary activities income | $264,000 | 371 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $201,000 | 702 |
| Number of Managed Accounts | $183,000 | 567 |
| Number of Non-Managed Accounts | $18,000 | 880 |
| Total fiduciary and related assets | $159,040,000 | 457 |
| Managed Assets ($) | $109,410,000 | 448 |
| Non-managed Assets ($) | $49,630,000 | 357 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,033,000 | 375 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $103,000 | 424 |
| Number of Managed Accounts | $85,000 | 393 |
| Number of Non-Managed Accounts | $18,000 | 378 |
| Total fiduciary and related assets | $157,409,000 | 388 |
| Managed Assets ($) | $115,675,000 | 353 |
| Non-managed Assets ($) | $41,734,000 | 313 |
| Memoranda | ||
| Gross Fiduciary activities income | $767,000 | 387 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $246,000 | 395 |
| Number of Managed Accounts | $78,000 | 398 |
| Number of Non-Managed Accounts | $168,000 | 237 |
| Total fiduciary and related assets | $134,046,000 | 397 |
| Managed Assets ($) | $67,772,000 | 375 |
| Non-managed Assets ($) | $66,274,000 | 284 |
| Memoranda | ||
| Gross Fiduciary activities income | $549,000 | 377 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $245,000 | 409 |
| Number of Managed Accounts | $77,000 | 410 |
| Number of Non-Managed Accounts | $168,000 | 241 |
| Total fiduciary and related assets | $278,507,000 | 344 |
| Managed Assets ($) | $65,265,000 | 387 |
| Non-managed Assets ($) | $213,242,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $326,000 | 348 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $251,000 | 630 |
| Number of Managed Accounts | $73,000 | 893 |
| Number of Non-Managed Accounts | $178,000 | 313 |
| Total fiduciary and related assets | $288,705,000 | 343 |
| Managed Assets ($) | $60,686,000 | 604 |
| Non-managed Assets ($) | $228,019,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,179,000 | 376 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $224,000 | 636 |
| Number of Managed Accounts | $83,000 | 818 |
| Number of Non-Managed Accounts | $141,000 | 348 |
| Total fiduciary and related assets | $342,089,000 | 296 |
| Managed Assets ($) | $80,119,000 | 498 |
| Non-managed Assets ($) | $261,970,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,151,000 | 391 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $1,134,000 | 398 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $921,000 | 480 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $839,000 | 500 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $369,000 | 757 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $145,000 | 1,045 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $7,000 | 1,492 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |