Home > Civista Bank > Total Managed Assets held in Fiduciary Accounts
Civista Bank, Total Managed Assets held in Fiduciary Accounts
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 | $290,486,000 | 338 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $5,000 | 440 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 851 |
US Treasury & US government agency obligations, managed personal trust&agency | $12,989,000 | 271 |
State, county and municipal obligations, managed personal trust&agency accts, | $94,000 | 635 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $57,838,000 | 178 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $123,779,000 | 185 |
Other mutual funds, managed personal trust&agency accts, etc.. | $66,519,000 | 207 |
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.. | $9,984,000 | 288 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $76,000 | 211 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $16,845,000 | 506 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 328 |
Real Estate, managed personal trust&agency accts, etc.. | $1,358,000 | 649 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $999,000 | 544 |
Managed employee benefit and retirements-related trust and agency acccounts | $132,992,000 | 202 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 254 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 437 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $8,000 | 438 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 296 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $11,233,000 | 144 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $75,570,000 | 129 |
Other mutual funds,managed emp benft & retire-related trust accnts | $41,318,000 | 156 |
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 | $2,504,000 | 236 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $2,079,000 | 446 |
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 | $280,000 | 168 |
Total all other managed assets: | $35,801,000 | 246 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 230 |
Interest-bearing deposits, all other managed accounts | $0 | 427 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 399 |
State, county and municipal obligations, all other managed accounts | $0 | 283 |
Money market mutual funds, all other managed accounts | $1,365,000 | 237 |
Equity mutual funds, all other managed accounts | $21,035,000 | 145 |
Other mutual funds, all other managed accounts | $11,366,000 | 159 |
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 | $32,000 | 364 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 110 |
Other common and preferred stocks, all other managed accounts | $1,238,000 | 376 |
Real Estate Mortgages, all other managed accounts | $0 | 38 |
Real estate, all other managed accounts | $0 | 220 |
Miscellaneous assets, all other managed accounts | $765,000 | 118 |
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 | $186,504,000 | 400 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 518 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 840 |
US Treasury & US government agency obligations, managed personal trust&agency | $48,000 | 631 |
State, county and municipal obligations, managed personal trust&agency accts, | $24,000 | 643 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $29,553,000 | 253 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $85,538,000 | 217 |
Other mutual funds, managed personal trust&agency accts, etc.. | $53,497,000 | 245 |
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.. | $1,547,000 | 462 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $76,000 | 209 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $13,870,000 | 540 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 310 |
Real Estate, managed personal trust&agency accts, etc.. | $1,433,000 | 665 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $918,000 | 580 |
Managed employee benefit and retirements-related trust and agency acccounts | $101,352,000 | 231 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 284 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 428 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $9,000 | 428 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 312 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $9,115,000 | 160 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $54,858,000 | 150 |
Other mutual funds,managed emp benft & retire-related trust accnts | $34,775,000 | 174 |
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 | $546,000 | 351 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 108 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,850,000 | 468 |
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 | $199,000 | 186 |
Total all other managed assets: | $33,900,000 | 243 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 219 |
Interest-bearing deposits, all other managed accounts | $0 | 394 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 359 |
State, county and municipal obligations, all other managed accounts | $0 | 248 |
Money market mutual funds, all other managed accounts | $1,949,000 | 218 |
Equity mutual funds, all other managed accounts | $18,991,000 | 141 |
Other mutual funds, all other managed accounts | $11,065,000 | 152 |
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 | $21,000 | 374 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 62 |
Other common and preferred stocks, all other managed accounts | $1,137,000 | 358 |
Real Estate Mortgages, all other managed accounts | $0 | 44 |
Real estate, all other managed accounts | $0 | 220 |
Miscellaneous assets, all other managed accounts | $737,000 | 95 |
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 | $150,044,000 | 406 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 526 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 851 |
US Treasury & US government agency obligations, managed personal trust&agency | $87,000 | 488 |
State, county and municipal obligations, managed personal trust&agency accts, | $109,000 | 598 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $13,417,000 | 301 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $76,695,000 | 227 |
Other mutual funds, managed personal trust&agency accts, etc.. | $43,984,000 | 290 |
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.. | $1,044,000 | 467 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $608,000 | 156 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $10,930,000 | 544 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 308 |
Real Estate, managed personal trust&agency accts, etc.. | $1,397,000 | 657 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $1,773,000 | 480 |
Managed employee benefit and retirements-related trust and agency acccounts | $87,434,000 | 251 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 255 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 416 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $12,000 | 323 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 317 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $8,884,000 | 150 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $49,601,000 | 173 |
Other mutual funds,managed emp benft & retire-related trust accnts | $27,138,000 | 222 |
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 | $449,000 | 340 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 90 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $953,000 | 510 |
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 | $397,000 | 166 |
Total all other managed assets: | $41,490,000 | 220 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 209 |
Interest-bearing deposits, all other managed accounts | $0 | 388 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 293 |
State, county and municipal obligations, all other managed accounts | $0 | 244 |
Money market mutual funds, all other managed accounts | $2,407,000 | 179 |
Equity mutual funds, all other managed accounts | $23,930,000 | 132 |
Other mutual funds, all other managed accounts | $12,898,000 | 152 |
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 | $26,000 | 356 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $1,496,000 | 331 |
Real Estate Mortgages, all other managed accounts | $0 | 44 |
Real estate, all other managed accounts | $0 | 205 |
Miscellaneous assets, all other managed accounts | $733,000 | 88 |
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 | $137,454,000 | 403 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $-4,000 | 4,934 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 890 |
US Treasury & US government agency obligations, managed personal trust&agency | $61,000 | 525 |
State, county and municipal obligations, managed personal trust&agency accts, | $219,000 | 592 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $9,208,000 | 340 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $66,508,000 | 224 |
Other mutual funds, managed personal trust&agency accts, etc.. | $34,151,000 | 296 |
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.. | $1,196,000 | 478 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $577,000 | 156 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $20,691,000 | 456 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 322 |
Real Estate, managed personal trust&agency accts, etc.. | $2,021,000 | 607 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $2,826,000 | 413 |
Managed employee benefit and retirements-related trust and agency acccounts | $73,277,000 | 269 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 277 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 448 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $13,000 | 338 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 338 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $5,653,000 | 182 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $43,328,000 | 173 |
Other mutual funds,managed emp benft & retire-related trust accnts | $22,566,000 | 228 |
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 | $592,000 | 347 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 91 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $723,000 | 513 |
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 | $402,000 | 174 |
Total all other managed assets: | $39,356,000 | 217 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 215 |
Interest-bearing deposits, all other managed accounts | $0 | 398 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 300 |
State, county and municipal obligations, all other managed accounts | $0 | 249 |
Money market mutual funds, all other managed accounts | $1,549,000 | 184 |
Equity mutual funds, all other managed accounts | $24,006,000 | 121 |
Other mutual funds, all other managed accounts | $11,688,000 | 148 |
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 | $0 | 375 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $1,443,000 | 323 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $0 | 204 |
Miscellaneous assets, all other managed accounts | $670,000 | 93 |
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 | $120,068,000 | 421 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $1,000 | 517 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 920 |
US Treasury & US government agency obligations, managed personal trust&agency | $58,000 | 581 |
State, county and municipal obligations, managed personal trust&agency accts, | $15,000 | 685 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $10,217,000 | 327 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $48,975,000 | 239 |
Other mutual funds, managed personal trust&agency accts, etc.. | $31,423,000 | 293 |
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.. | $418,000 | 575 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $540,000 | 153 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $21,948,000 | 453 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 344 |
Real Estate, managed personal trust&agency accts, etc.. | $1,346,000 | 666 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $5,127,000 | 337 |
Managed employee benefit and retirements-related trust and agency acccounts | $60,406,000 | 283 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 281 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 480 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $13,000 | 388 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 343 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $4,496,000 | 200 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $34,299,000 | 187 |
Other mutual funds,managed emp benft & retire-related trust accnts | $19,764,000 | 232 |
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 | $671,000 | 358 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 97 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $770,000 | 509 |
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 | $393,000 | 175 |
Total all other managed assets: | $36,429,000 | 215 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 196 |
Interest-bearing deposits, all other managed accounts | $0 | 396 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 330 |
State, county and municipal obligations, all other managed accounts | $0 | 258 |
Money market mutual funds, all other managed accounts | $2,384,000 | 162 |
Equity mutual funds, all other managed accounts | $20,835,000 | 115 |
Other mutual funds, all other managed accounts | $10,744,000 | 140 |
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 | $0 | 376 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $1,365,000 | 323 |
Real Estate Mortgages, all other managed accounts | $0 | 50 |
Real estate, all other managed accounts | $0 | 203 |
Miscellaneous assets, all other managed accounts | $1,101,000 | 79 |
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 | $93,092,000 | 452 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $26,000 | 362 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 966 |
US Treasury & US government agency obligations, managed personal trust&agency | $55,000 | 615 |
State, county and municipal obligations, managed personal trust&agency accts, | $24,000 | 710 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $4,612,000 | 396 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $34,504,000 | 247 |
Other mutual funds, managed personal trust&agency accts, etc.. | $26,610,000 | 290 |
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.. | $1,125,000 | 515 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $592,000 | 150 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $19,385,000 | 460 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 353 |
Real Estate, managed personal trust&agency accts, etc.. | $1,165,000 | 699 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $4,994,000 | 346 |
Managed employee benefit and retirements-related trust and agency acccounts | $49,039,000 | 298 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 302 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 503 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $14,000 | 411 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 352 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $5,762,000 | 169 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $23,775,000 | 202 |
Other mutual funds,managed emp benft & retire-related trust accnts | $17,263,000 | 223 |
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 | $651,000 | 367 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,164,000 | 494 |
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 | $410,000 | 166 |
Total all other managed assets: | $31,928,000 | 213 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 235 |
Interest-bearing deposits, all other managed accounts | $0 | 411 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 337 |
State, county and municipal obligations, all other managed accounts | $0 | 263 |
Money market mutual funds, all other managed accounts | $2,523,000 | 158 |
Equity mutual funds, all other managed accounts | $16,906,000 | 113 |
Other mutual funds, all other managed accounts | $10,200,000 | 128 |
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 | $41,000 | 370 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 49 |
Other common and preferred stocks, all other managed accounts | $1,174,000 | 328 |
Real Estate Mortgages, all other managed accounts | $0 | 54 |
Real estate, all other managed accounts | $0 | 193 |
Miscellaneous assets, all other managed accounts | $1,084,000 | 82 |
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 | $96,589,000 | 463 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $-40,000 | 5,620 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $0 | 1,012 |
US Treasury & US government agency obligations, managed personal trust&agency | $57,000 | 613 |
State, county and municipal obligations, managed personal trust&agency accts, | $13,000 | 751 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $3,170,000 | 408 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $38,967,000 | 255 |
Other mutual funds, managed personal trust&agency accts, etc.. | $25,658,000 | 310 |
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.. | $356,000 | 622 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $745,000 | 134 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $21,350,000 | 463 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 378 |
Real Estate, managed personal trust&agency accts, etc.. | $1,235,000 | 730 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $5,078,000 | 342 |
Managed employee benefit and retirements-related trust and agency acccounts | $34,329,000 | 341 |
Managed employee benefit & retirement trust noninterest bearing deposits | $5,000 | 215 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 516 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $14,000 | 398 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 360 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $1,545,000 | 267 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $21,114,000 | 224 |
Other mutual funds,managed emp benft & retire-related trust accnts | $10,652,000 | 283 |
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 | $14,000 | 527 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 94 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $515,000 | 561 |
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 | $470,000 | 168 |
Total all other managed assets: | $35,898,000 | 204 |
Noninterest-bearing Deposits, all other managed accounts | $6,000 | 144 |
Interest-bearing deposits, all other managed accounts | $0 | 422 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 334 |
State, county and municipal obligations, all other managed accounts | $0 | 268 |
Money market mutual funds, all other managed accounts | $1,318,000 | 182 |
Equity mutual funds, all other managed accounts | $20,020,000 | 109 |
Other mutual funds, all other managed accounts | $11,699,000 | 121 |
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 | $135,000 | 339 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $1,584,000 | 307 |
Real Estate Mortgages, all other managed accounts | $0 | 57 |
Real estate, all other managed accounts | $0 | 202 |
Miscellaneous assets, all other managed accounts | $1,136,000 | 78 |
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 | $85,234,000 | 489 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $106,000 | 233 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $405,000 | 791 |
US Treasury & US government agency obligations, managed personal trust&agency | $200,000 | 547 |
State, county and municipal obligations, managed personal trust&agency accts, | $1,160,000 | 563 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $2,674,000 | 433 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $31,347,000 | 255 |
Other mutual funds, managed personal trust&agency accts, etc.. | $22,287,000 | 326 |
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.. | $70,000 | 738 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $10,184,000 | 64 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $9,520,000 | 589 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 405 |
Real Estate, managed personal trust&agency accts, etc.. | $2,134,000 | 667 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $5,147,000 | 344 |
Managed employee benefit and retirements-related trust and agency acccounts | $25,547,000 | 370 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 321 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 527 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $15,000 | 402 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 365 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $836,000 | 336 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $15,649,000 | 232 |
Other mutual funds,managed emp benft & retire-related trust accnts | $8,324,000 | 303 |
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 | $31,000 | 520 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 98 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $226,000 | 604 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 87 |
Real Estate,managed emp benft & retire-related trust accnts | $4,000 | 174 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $462,000 | 177 |
Total all other managed assets: | $11,804,000 | 311 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 219 |
Interest-bearing deposits, all other managed accounts | $95,000 | 352 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 350 |
State, county and municipal obligations, all other managed accounts | $0 | 281 |
Money market mutual funds, all other managed accounts | $337,000 | 264 |
Equity mutual funds, all other managed accounts | $5,837,000 | 186 |
Other mutual funds, all other managed accounts | $3,577,000 | 201 |
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 | $0 | 399 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $27,000 | 46 |
Other common and preferred stocks, all other managed accounts | $924,000 | 346 |
Real Estate Mortgages, all other managed accounts | $65,000 | 44 |
Real estate, all other managed accounts | $0 | 214 |
Miscellaneous assets, all other managed accounts | $942,000 | 91 |
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 | $70,675,000 | 513 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 652 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $658,000 | 726 |
US Treasury & US government agency obligations, managed personal trust&agency | $257,000 | 571 |
State, county and municipal obligations, managed personal trust&agency accts, | $798,000 | 613 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $2,145,000 | 483 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $22,042,000 | 281 |
Other mutual funds, managed personal trust&agency accts, etc.. | $18,034,000 | 358 |
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.. | $96,000 | 738 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $9,341,000 | 64 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $9,029,000 | 598 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $0 | 416 |
Real Estate, managed personal trust&agency accts, etc.. | $1,991,000 | 693 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,284,000 | 312 |
Managed employee benefit and retirements-related trust and agency acccounts | $17,501,000 | 420 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 344 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $59,000 | 475 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $0 | 454 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 357 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $752,000 | 352 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $10,736,000 | 257 |
Other mutual funds,managed emp benft & retire-related trust accnts | $5,168,000 | 349 |
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 | $288,000 | 437 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 96 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $6,000 | 674 |
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 | $492,000 | 167 |
Total all other managed assets: | $10,855,000 | 322 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 261 |
Interest-bearing deposits, all other managed accounts | $85,000 | 363 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 350 |
State, county and municipal obligations, all other managed accounts | $0 | 271 |
Money market mutual funds, all other managed accounts | $293,000 | 292 |
Equity mutual funds, all other managed accounts | $5,131,000 | 192 |
Other mutual funds, all other managed accounts | $3,323,000 | 208 |
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 | $0 | 401 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $27,000 | 43 |
Other common and preferred stocks, all other managed accounts | $958,000 | 336 |
Real Estate Mortgages, all other managed accounts | $78,000 | 47 |
Real estate, all other managed accounts | $1,000 | 216 |
Miscellaneous assets, all other managed accounts | $959,000 | 92 |
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 | $220,104,000 | 300 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $179,000 | 181 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $974,000 | 699 |
US Treasury & US government agency obligations, managed personal trust&agency | $433,000 | 556 |
State, county and municipal obligations, managed personal trust&agency accts, | $4,338,000 | 458 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $9,274,000 | 320 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $91,945,000 | 147 |
Other mutual funds, managed personal trust&agency accts, etc.. | $58,316,000 | 184 |
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.. | $141,000 | 768 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $9,050,000 | 67 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $33,025,000 | 406 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $72,000 | 372 |
Real Estate, managed personal trust&agency accts, etc.. | $2,549,000 | 653 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $9,808,000 | 257 |
Managed employee benefit and retirements-related trust and agency acccounts | $53,420,000 | 273 |
Managed employee benefit & retirement trust noninterest bearing deposits | $34,000 | 159 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $20,000 | 550 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $105,000 | 390 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 368 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $2,928,000 | 216 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $31,477,000 | 157 |
Other mutual funds,managed emp benft & retire-related trust accnts | $17,689,000 | 206 |
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 | $22,000 | 565 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 102 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,119,000 | 543 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 106 |
Real Estate,managed emp benft & retire-related trust accnts | $26,000 | 155 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 364 |
Total all other managed assets: | $9,000 | 640 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 261 |
Interest-bearing deposits, all other managed accounts | $0 | 445 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 350 |
State, county and municipal obligations, all other managed accounts | $0 | 277 |
Money market mutual funds, all other managed accounts | $9,000 | 430 |
Equity mutual funds, all other managed accounts | $0 | 445 |
Other mutual funds, all other managed accounts | $0 | 461 |
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 | $0 | 412 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 54 |
Other common and preferred stocks, all other managed accounts | $0 | 466 |
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 | $203,679,000 | 301 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $275,000 | 137 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $987,000 | 739 |
US Treasury & US government agency obligations, managed personal trust&agency | $639,000 | 518 |
State, county and municipal obligations, managed personal trust&agency accts, | $6,103,000 | 401 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $9,720,000 | 316 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $85,750,000 | 147 |
Other mutual funds, managed personal trust&agency accts, etc.. | $49,105,000 | 194 |
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.. | $308,000 | 709 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $7,013,000 | 79 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $33,091,000 | 384 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $66,000 | 397 |
Real Estate, managed personal trust&agency accts, etc.. | $1,108,000 | 791 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $9,514,000 | 243 |
Managed employee benefit and retirements-related trust and agency acccounts | $49,788,000 | 278 |
Managed employee benefit & retirement trust noninterest bearing deposits | $20,000 | 183 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $20,000 | 573 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $181,000 | 362 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 380 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $3,249,000 | 221 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $29,106,000 | 158 |
Other mutual funds,managed emp benft & retire-related trust accnts | $15,889,000 | 206 |
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 | $23,000 | 579 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 104 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,280,000 | 525 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 112 |
Real Estate,managed emp benft & retire-related trust accnts | $20,000 | 159 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 385 |
Total all other managed assets: | $9,000 | 641 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 259 |
Interest-bearing deposits, all other managed accounts | $0 | 456 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 370 |
State, county and municipal obligations, all other managed accounts | $0 | 279 |
Money market mutual funds, all other managed accounts | $9,000 | 429 |
Equity mutual funds, all other managed accounts | $0 | 439 |
Other mutual funds, all other managed accounts | $0 | 458 |
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 | $0 | 410 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 53 |
Other common and preferred stocks, all other managed accounts | $0 | 462 |
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 | $175,696,000 | 302 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 698 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $966,000 | 783 |
US Treasury & US government agency obligations, managed personal trust&agency | $636,000 | 538 |
State, county and municipal obligations, managed personal trust&agency accts, | $7,969,000 | 390 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $5,451,000 | 393 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $64,850,000 | 144 |
Other mutual funds, managed personal trust&agency accts, etc.. | $52,541,000 | 177 |
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.. | $378,000 | 714 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $6,957,000 | 76 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $26,778,000 | 391 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $67,000 | 410 |
Real Estate, managed personal trust&agency accts, etc.. | $1,191,000 | 788 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $7,912,000 | 235 |
Managed employee benefit and retirements-related trust and agency acccounts | $40,241,000 | 283 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 428 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 630 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $183,000 | 388 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 376 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $1,444,000 | 301 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $21,979,000 | 161 |
Other mutual funds,managed emp benft & retire-related trust accnts | $15,561,000 | 198 |
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 | $111,000 | 535 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 100 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $940,000 | 540 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 122 |
Real Estate,managed emp benft & retire-related trust accnts | $23,000 | 164 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 384 |
Total all other managed assets: | $9,000 | 644 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 275 |
Interest-bearing deposits, all other managed accounts | $0 | 467 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 378 |
State, county and municipal obligations, all other managed accounts | $0 | 268 |
Money market mutual funds, all other managed accounts | $9,000 | 423 |
Equity mutual funds, all other managed accounts | $0 | 428 |
Other mutual funds, all other managed accounts | $0 | 447 |
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 | $0 | 417 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 58 |
Other common and preferred stocks, all other managed accounts | $0 | 464 |
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 | $157,002,000 | 306 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $97,000 | 278 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $532,000 | 955 |
US Treasury & US government agency obligations, managed personal trust&agency | $1,181,000 | 515 |
State, county and municipal obligations, managed personal trust&agency accts, | $8,395,000 | 387 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $6,851,000 | 349 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $52,829,000 | 136 |
Other mutual funds, managed personal trust&agency accts, etc.. | $46,955,000 | 155 |
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.. | $354,000 | 744 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $6,421,000 | 69 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $24,515,000 | 405 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $68,000 | 428 |
Real Estate, managed personal trust&agency accts, etc.. | $757,000 | 851 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $8,047,000 | 224 |
Managed employee benefit and retirements-related trust and agency acccounts | $33,593,000 | 296 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 402 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $0 | 677 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $263,000 | 403 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 375 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $2,052,000 | 255 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $16,622,000 | 173 |
Other mutual funds,managed emp benft & retire-related trust accnts | $13,434,000 | 192 |
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 | $182,000 | 517 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 91 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,021,000 | 537 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 127 |
Real Estate,managed emp benft & retire-related trust accnts | $19,000 | 170 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 386 |
Total all other managed assets: | $9,000 | 646 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 263 |
Interest-bearing deposits, all other managed accounts | $0 | 481 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 390 |
State, county and municipal obligations, all other managed accounts | $0 | 260 |
Money market mutual funds, all other managed accounts | $9,000 | 413 |
Equity mutual funds, all other managed accounts | $0 | 410 |
Other mutual funds, all other managed accounts | $0 | 423 |
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 | $0 | 427 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 46 |
Other common and preferred stocks, all other managed accounts | $0 | 451 |
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 | $155,014,000 | 319 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 706 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $787,000 | 924 |
US Treasury & US government agency obligations, managed personal trust&agency | $1,374,000 | 545 |
State, county and municipal obligations, managed personal trust&agency accts, | $7,852,000 | 408 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $5,592,000 | 396 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $59,104,000 | 137 |
Other mutual funds, managed personal trust&agency accts, etc.. | $42,140,000 | 156 |
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.. | $463,000 | 753 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $5,969,000 | 74 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $23,626,000 | 417 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $68,000 | 436 |
Real Estate, managed personal trust&agency accts, etc.. | $1,141,000 | 809 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,898,000 | 232 |
Managed employee benefit and retirements-related trust and agency acccounts | $32,160,000 | 309 |
Managed employee benefit & retirement trust noninterest bearing deposits | $1,000 | 323 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $51,000 | 653 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $97,000 | 533 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 388 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $1,332,000 | 312 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $18,215,000 | 175 |
Other mutual funds,managed emp benft & retire-related trust accnts | $10,951,000 | 203 |
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 | $127,000 | 572 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $0 | 106 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,349,000 | 531 |
Real estate mortgages,managed emp benft & retire-related trust accnts | $0 | 133 |
Real Estate,managed emp benft & retire-related trust accnts | $37,000 | 156 |
Miscellaneous assets,managed emp benft & retire-related trust accnts | $0 | 401 |
Total all other managed assets: | $10,000 | 675 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 260 |
Interest-bearing deposits, all other managed accounts | $0 | 515 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 412 |
State, county and municipal obligations, all other managed accounts | $0 | 270 |
Money market mutual funds, all other managed accounts | $10,000 | 419 |
Equity mutual funds, all other managed accounts | $0 | 405 |
Other mutual funds, all other managed accounts | $0 | 415 |
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 | $0 | 431 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 50 |
Other common and preferred stocks, all other managed accounts | $0 | 461 |
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 | $147,759,000 | 312 |
Managed personal trust&agency accnts & investmnt managemnt agency accounts | $0 | 723 |
Interest-bearing deposits managed personal trust and agency accounts and investm | $531,000 | 1,015 |
US Treasury & US government agency obligations, managed personal trust&agency | $386,000 | 760 |
State, county and municipal obligations, managed personal trust&agency accts, | $11,201,000 | 362 |
Money market mutual funds, managed personal trust&agency accts, etc.. | $7,202,000 | 379 |
Equity mutual funds, managed personal trust&agency accts, etc.. | $51,129,000 | 119 |
Other mutual funds, managed personal trust&agency accts, etc.. | $40,521,000 | 135 |
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.. | $444,000 | 762 |
Investmnts in unregistered funds&private equity investmnts,managd personal trust | $4,938,000 | 70 |
Other common and preferred stocks, managed personal trust&agency accts, etc.. | $23,739,000 | 407 |
Real Estate Mortgages, managed personal trust&agency accts, etc.. | $71,000 | 436 |
Real Estate, managed personal trust&agency accts, etc.. | $880,000 | 856 |
Miscellaneous assets, managed personal trust&agency accts, etc.. | $6,717,000 | 236 |
Managed employee benefit and retirements-related trust and agency acccounts | $48,776,000 | 251 |
Managed employee benefit & retirement trust noninterest bearing deposits | $0 | 380 |
Employee Benefit & Retirement Trust Interest Bearing Deposits | $271,000 | 535 |
U.S. treasury and U.S. government agency obligations,managed emp benft&retire | $163,000 | 552 |
State, county & municipal obligations,managed emp benft & retire-related | $0 | 339 |
Money market mutual Funds,managed emp benft & retire-related trust accnts | $2,071,000 | 274 |
Equity mutual funds,managed emp benft & retire-related trust accnts | $14,627,000 | 163 |
Other mutual funds,managed emp benft & retire-related trust accnts | $8,280,000 | 207 |
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 | $155,000 | 557 |
Investments in unregistered funds & private equity investmnts,emp benft & retire | $13,895,000 | 22 |
Other common & preferred stocks,managed emp benft & retire-related trust accts | $1,912,000 | 494 |
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 | $7,402,000 | 49 |
Total all other managed assets: | $10,000 | 671 |
Noninterest-bearing Deposits, all other managed accounts | $0 | 254 |
Interest-bearing deposits, all other managed accounts | $0 | 517 |
U.S. treasury & U.S. government agency obligations, all other managed accounts | $0 | 409 |
State, county and municipal obligations, all other managed accounts | $0 | 229 |
Money market mutual funds, all other managed accounts | $10,000 | 418 |
Equity mutual funds, all other managed accounts | $0 | 368 |
Other mutual funds, all other managed accounts | $0 | 368 |
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 | $0 | 408 |
Investmnts in unregistered funds&private equity investmnts, all other managed | $0 | 47 |
Other common and preferred stocks, all other managed accounts | $0 | 445 |
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 | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
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 |