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Commerce Bank/Pennsylvania, Fiduciary and Related Services

2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$345,000356
Number of Managed Accounts$0435
Number of Non-Managed Accounts$345,000138
Total fiduciary and related assets$1,476,104,000141
Managed Assets ($)$0435
Non-managed Assets ($)$1,476,104,00088
Memoranda
Gross Fiduciary activities income$516,000385
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$321,000364
Number of Managed Accounts$0438
Number of Non-Managed Accounts$321,000146
Total fiduciary and related assets$1,376,793,000153
Managed Assets ($)$0438
Non-managed Assets ($)$1,376,793,00093
Memoranda
Gross Fiduciary activities income$282,000367
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$309,000526
Number of Managed Accounts$01,698
Number of Non-Managed Accounts$309,000188
Total fiduciary and related assets$1,461,596,000150
Managed Assets ($)$01,698
Non-managed Assets ($)$1,461,596,00094
Memoranda
Gross Fiduciary activities income$456,000599
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$287,000359
Number of Managed Accounts$2,000414
Number of Non-Managed Accounts$285,000155
Total fiduciary and related assets$1,513,930,000146
Managed Assets ($)$1,543,000415
Non-managed Assets ($)$1,512,387,00094
Memoranda
Gross Fiduciary activities income$01,547
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$268,000371
Number of Managed Accounts$0429
Number of Non-Managed Accounts$268,000162
Total fiduciary and related assets$1,278,043,000154
Managed Assets ($)$0429
Non-managed Assets ($)$1,278,043,00099
Memoranda
Gross Fiduciary activities income$01,518
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$252,000377
Number of Managed Accounts$0438
Number of Non-Managed Accounts$252,000169
Total fiduciary and related assets$1,347,220,000154
Managed Assets ($)$0438
Non-managed Assets ($)$1,347,220,000101
Memoranda
Gross Fiduciary activities income$01,441
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$258,000599
Number of Managed Accounts$01,742
Number of Non-Managed Accounts$258,000232
Total fiduciary and related assets$1,497,829,000150
Managed Assets ($)$01,742
Non-managed Assets ($)$1,497,829,00098
Memoranda
Gross Fiduciary activities income$01,641
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$259,000386
Number of Managed Accounts$0442
Number of Non-Managed Accounts$259,000178
Total fiduciary and related assets$1,499,644,000155
Managed Assets ($)$0442
Non-managed Assets ($)$1,499,644,000100
Memoranda
Gross Fiduciary activities income$01,599
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$190,000407
Number of Managed Accounts$0446
Number of Non-Managed Accounts$190,000221
Total fiduciary and related assets$1,411,050,000160
Managed Assets ($)$0446
Non-managed Assets ($)$1,411,050,000104
Memoranda
Gross Fiduciary activities income$01,577
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$244,000411
Number of Managed Accounts$0461
Number of Non-Managed Accounts$244,000197
Total fiduciary and related assets$1,373,538,000157
Managed Assets ($)$0461
Non-managed Assets ($)$1,373,538,000102
Memoranda
Gross Fiduciary activities income$01,504
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$172,000757
Number of Managed Accounts$01,796
Number of Non-Managed Accounts$172,000317
Total fiduciary and related assets$1,145,709,000173
Managed Assets ($)$01,796
Non-managed Assets ($)$1,145,709,000114
Memoranda
Gross Fiduciary activities income$01,713
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$01,948
Fiduciary or related activity$01,876
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01,869
Number of Managed Accounts$01,766
Number of Non-Managed Accounts$01,385
Total fiduciary and related assets$01,865
Managed Assets ($)$01,766
Non-managed Assets ($)$01,377
Memoranda
Gross Fiduciary activities income$01,731
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,332
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,380
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,398
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,450
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,526
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,590
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,599
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,630
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$01,658