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First Victoria National Bank, Number of Fiduciary and Related Asset Accounts

2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$852,000230
Number of Managed Accounts$739,000206
Personal Trust and Agency Accounts$328,000159
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00038
Employee Benefit-defined Benefit Accounts$1,000176
Number of other employee benefit and retirement-related accounts$128,000227
Corporate Trust and Agency Accounts$092
Number of managed investment management and investment advisory agency accounts$170,000215
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$3,00077
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$128,000211
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$113,000199
Personal Trust and Agency Accounts$5,000233
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000194
Employee Benefit-defined Benefit Accounts$0142
Number non-managed other employee benefit and retirement-related accounts$62,000124
Corporate Trust and Agency Accounts$0145
Number of investment management and advisory agency accounts, non-managed assets$26,00056
Number (#) individual retirement, health savings, and other similar accounts$0154
Other Fiduciary Accounts$12,00057
Memoranda
Custody and Safekeeping Accounts$16,000290
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$62,000139
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$855,000227
Number of Managed Accounts$739,000199
Personal Trust and Agency Accounts$319,000161
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$112,00034
Employee Benefit-defined Benefit Accounts$1,000176
Number of other employee benefit and retirement-related accounts$131,000224
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$173,000209
Number of foundation and endowment trust and agency accounts, managed assets$0274
Other Fiduciary Accounts$3,00076
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$131,000207
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$116,000196
Personal Trust and Agency Accounts$5,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000192
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$63,000124
Corporate Trust and Agency Accounts$0143
Number of investment management and advisory agency accounts, non-managed assets$26,00057
Number (#) individual retirement, health savings, and other similar accounts$0155
Other Fiduciary Accounts$14,00053
Memoranda
Custody and Safekeeping Accounts$16,000289
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$63,000146
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$838,000234
Number of Managed Accounts$727,000201
Personal Trust and Agency Accounts$304,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00035
Employee Benefit-defined Benefit Accounts$1,000179
Number of other employee benefit and retirement-related accounts$135,000221
Corporate Trust and Agency Accounts$093
Number of managed investment management and investment advisory agency accounts$170,000211
Number of foundation and endowment trust and agency accounts, managed assets$0276
Other Fiduciary Accounts$3,00080
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$135,000203
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$111,000204
Personal Trust and Agency Accounts$4,000253
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000196
Employee Benefit-defined Benefit Accounts$0148
Number non-managed other employee benefit and retirement-related accounts$64,000130
Corporate Trust and Agency Accounts$0140
Number of investment management and advisory agency accounts, non-managed assets$21,00067
Number (#) individual retirement, health savings, and other similar accounts$0158
Other Fiduciary Accounts$14,00056
Memoranda
Custody and Safekeeping Accounts$16,000293
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$64,000149
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$832,000252
Number of Managed Accounts$723,000208
Personal Trust and Agency Accounts$294,000186
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00035
Employee Benefit-defined Benefit Accounts$1,000221
Number of other employee benefit and retirement-related accounts$136,000249
Corporate Trust and Agency Accounts$0221
Number of managed investment management and investment advisory agency accounts$173,000221
Number of foundation and endowment trust and agency accounts, managed assets$0482
Other Fiduciary Accounts$3,000132
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$136,000225
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$071
Number of Non-Managed Accounts$109,000302
Personal Trust and Agency Accounts$4,000554
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000256
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$61,000214
Corporate Trust and Agency Accounts$0295
Number of investment management and advisory agency accounts, non-managed assets$21,00085
Number (#) individual retirement, health savings, and other similar accounts$0220
Other Fiduciary Accounts$15,00080
Memoranda
Custody and Safekeeping Accounts$16,000515
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$61,000260
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$815,000235
Number of Managed Accounts$710,000205
Personal Trust and Agency Accounts$286,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$114,00035
Employee Benefit-defined Benefit Accounts$1,000180
Number of other employee benefit and retirement-related accounts$133,000220
Corporate Trust and Agency Accounts$087
Number of managed investment management and investment advisory agency accounts$176,000204
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$133,000198
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$105,000200
Personal Trust and Agency Accounts$3,000256
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000191
Employee Benefit-defined Benefit Accounts$0147
Number non-managed other employee benefit and retirement-related accounts$59,000120
Corporate Trust and Agency Accounts$0131
Number of investment management and advisory agency accounts, non-managed assets$20,00063
Number (#) individual retirement, health savings, and other similar accounts$0149
Other Fiduciary Accounts$15,00055
Memoranda
Custody and Safekeeping Accounts$17,000282
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$59,000146
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$825,000232
Number of Managed Accounts$718,000199
Personal Trust and Agency Accounts$274,000188
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00036
Employee Benefit-defined Benefit Accounts$1,000182
Number of other employee benefit and retirement-related accounts$145,000210
Corporate Trust and Agency Accounts$085
Number of managed investment management and investment advisory agency accounts$183,000205
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$145,000188
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$107,000199
Personal Trust and Agency Accounts$3,000266
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000198
Employee Benefit-defined Benefit Accounts$0145
Number non-managed other employee benefit and retirement-related accounts$60,000121
Corporate Trust and Agency Accounts$0137
Number of investment management and advisory agency accounts, non-managed assets$19,00066
Number (#) individual retirement, health savings, and other similar accounts$0147
Other Fiduciary Accounts$17,00054
Memoranda
Custody and Safekeeping Accounts$18,000284
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$59,000148
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$832,000232
Number of Managed Accounts$728,000195
Personal Trust and Agency Accounts$276,000185
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00037
Employee Benefit-defined Benefit Accounts$2,000153
Number of other employee benefit and retirement-related accounts$144,000211
Corporate Trust and Agency Accounts$089
Number of managed investment management and investment advisory agency accounts$188,000203
Number of foundation and endowment trust and agency accounts, managed assets$0265
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$144,000187
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$104,000198
Personal Trust and Agency Accounts$2,000277
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000195
Employee Benefit-defined Benefit Accounts$0149
Number non-managed other employee benefit and retirement-related accounts$59,000121
Corporate Trust and Agency Accounts$0139
Number of investment management and advisory agency accounts, non-managed assets$17,00067
Number (#) individual retirement, health savings, and other similar accounts$0148
Other Fiduciary Accounts$18,00049
Memoranda
Custody and Safekeeping Accounts$18,000285
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$59,000147
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$834,000247
Number of Managed Accounts$733,000200
Personal Trust and Agency Accounts$284,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00039
Employee Benefit-defined Benefit Accounts$2,000177
Number of other employee benefit and retirement-related accounts$142,000233
Corporate Trust and Agency Accounts$0226
Number of managed investment management and investment advisory agency accounts$187,000212
Number of foundation and endowment trust and agency accounts, managed assets$0473
Other Fiduciary Accounts$0233
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$142,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$067
Number of Non-Managed Accounts$101,000318
Personal Trust and Agency Accounts$1,000750
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000271
Employee Benefit-defined Benefit Accounts$0200
Number non-managed other employee benefit and retirement-related accounts$59,000215
Corporate Trust and Agency Accounts$0326
Number of investment management and advisory agency accounts, non-managed assets$18,00091
Number (#) individual retirement, health savings, and other similar accounts$0211
Other Fiduciary Accounts$15,00082
Memoranda
Custody and Safekeeping Accounts$18,000505
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$59,000262
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$842,000226
Number of Managed Accounts$744,000190
Personal Trust and Agency Accounts$294,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00032
Employee Benefit-defined Benefit Accounts$2,000155
Number of other employee benefit and retirement-related accounts$142,000203
Corporate Trust and Agency Accounts$088
Number of managed investment management and investment advisory agency accounts$188,000197
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$0106
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$142,000181
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$98,000202
Personal Trust and Agency Accounts$1,000306
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000201
Employee Benefit-defined Benefit Accounts$0153
Number non-managed other employee benefit and retirement-related accounts$57,000126
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$17,00060
Number (#) individual retirement, health savings, and other similar accounts$0143
Other Fiduciary Accounts$15,00054
Memoranda
Custody and Safekeeping Accounts$19,000288
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$57,000144
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$839,000228
Number of Managed Accounts$747,000192
Personal Trust and Agency Accounts$303,000171
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$119,00032
Employee Benefit-defined Benefit Accounts$2,000160
Number of other employee benefit and retirement-related accounts$138,000204
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$185,000205
Number of foundation and endowment trust and agency accounts, managed assets$0262
Other Fiduciary Accounts$0113
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$138,000183
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$92,000211
Personal Trust and Agency Accounts$1,000307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$8,000204
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$57,000131
Corporate Trust and Agency Accounts$0146
Number of investment management and advisory agency accounts, non-managed assets$17,00059
Number (#) individual retirement, health savings, and other similar accounts$0139
Other Fiduciary Accounts$9,00067
Memoranda
Custody and Safekeeping Accounts$21,000281
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$57,000143
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$840,000230
Number of Managed Accounts$761,000185
Personal Trust and Agency Accounts$306,000168
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$121,00034
Employee Benefit-defined Benefit Accounts$1,000191
Number of other employee benefit and retirement-related accounts$137,000203
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$187,000204
Number of foundation and endowment trust and agency accounts, managed assets$0266
Other Fiduciary Accounts$9,00048
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$137,000176
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$79,000224
Personal Trust and Agency Accounts$6,000220
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000222
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$54,000135
Corporate Trust and Agency Accounts$0150
Number of investment management and advisory agency accounts, non-managed assets$13,00069
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0109
Memoranda
Custody and Safekeeping Accounts$19,000290
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$54,000149
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$812,000259
Number of Managed Accounts$736,000203
Personal Trust and Agency Accounts$308,000181
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00042
Employee Benefit-defined Benefit Accounts$1,000240
Number of other employee benefit and retirement-related accounts$125,000245
Corporate Trust and Agency Accounts$0246
Number of managed investment management and investment advisory agency accounts$181,000220
Number of foundation and endowment trust and agency accounts, managed assets$0476
Other Fiduciary Accounts$5,000109
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$125,000213
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$079
Number of Non-Managed Accounts$76,000395
Personal Trust and Agency Accounts$4,000583
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000315
Employee Benefit-defined Benefit Accounts$0217
Number non-managed other employee benefit and retirement-related accounts$53,000243
Corporate Trust and Agency Accounts$0347
Number of investment management and advisory agency accounts, non-managed assets$14,000106
Number (#) individual retirement, health savings, and other similar accounts$0201
Other Fiduciary Accounts$0239
Memoranda
Custody and Safekeeping Accounts$19,000518
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$53,000289
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$820,000235
Number of Managed Accounts$744,000187
Personal Trust and Agency Accounts$317,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$115,00040
Employee Benefit-defined Benefit Accounts$2,000160
Number of other employee benefit and retirement-related accounts$121,000204
Corporate Trust and Agency Accounts$094
Number of managed investment management and investment advisory agency accounts$182,000199
Number of foundation and endowment trust and agency accounts, managed assets$0263
Other Fiduciary Accounts$7,00059
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0312
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$76,000226
Personal Trust and Agency Accounts$3,000271
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$6,000223
Employee Benefit-defined Benefit Accounts$0151
Number non-managed other employee benefit and retirement-related accounts$53,000134
Corporate Trust and Agency Accounts$0159
Number of investment management and advisory agency accounts, non-managed assets$14,00064
Number (#) individual retirement, health savings, and other similar accounts$0137
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$2,000357
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0306
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$833,000234
Number of Managed Accounts$750,000187
Personal Trust and Agency Accounts$322,000166
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$116,00039
Employee Benefit-defined Benefit Accounts$1,000189
Number of other employee benefit and retirement-related accounts$125,000199
Corporate Trust and Agency Accounts$095
Number of managed investment management and investment advisory agency accounts$181,000203
Number of foundation and endowment trust and agency accounts, managed assets$0264
Other Fiduciary Accounts$5,00064
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0307
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$83,000223
Personal Trust and Agency Accounts$3,000270
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$7,000214
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$55,000128
Corporate Trust and Agency Accounts$0164
Number of investment management and advisory agency accounts, non-managed assets$18,00055
Number (#) individual retirement, health savings, and other similar accounts$0133
Other Fiduciary Accounts$0112
Memoranda
Custody and Safekeeping Accounts$19,000295
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$808,000239
Number of Managed Accounts$735,000192
Personal Trust and Agency Accounts$325,000164
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$117,00036
Employee Benefit-defined Benefit Accounts$1,000188
Number of other employee benefit and retirement-related accounts$120,000203
Corporate Trust and Agency Accounts$091
Number of managed investment management and investment advisory agency accounts$172,000205
Number of foundation and endowment trust and agency accounts, managed assets$0260
Other Fiduciary Accounts$0116
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$0310
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$73,000236
Personal Trust and Agency Accounts$3,000278
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000244
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$52,000126
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assets$15,00057
Number (#) individual retirement, health savings, and other similar accounts$0136
Other Fiduciary Accounts$0116
Memoranda
Custody and Safekeeping Accounts$19,000304
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$0303
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$824,000263
Number of Managed Accounts$748,000200
Personal Trust and Agency Accounts$331,000177
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$118,00044
Employee Benefit-defined Benefit Accounts$2,000197
Number of other employee benefit and retirement-related accounts$117,000254
Corporate Trust and Agency Accounts$0253
Number of managed investment management and investment advisory agency accounts$173,000223
Number of foundation and endowment trust and agency accounts, managed assets$0459
Other Fiduciary Accounts$7,00091
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assets$117,000212
Number of investments of managed fiduciary accts in advised or sponsored mutual funds$082
Number of Non-Managed Accounts$76,000411
Personal Trust and Agency Accounts$3,000674
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000361
Employee Benefit-defined Benefit Accounts$0225
Number non-managed other employee benefit and retirement-related accounts$55,000235
Corporate Trust and Agency Accounts$0372
Number of investment management and advisory agency accounts, non-managed assets$15,00089
Number (#) individual retirement, health savings, and other similar accounts$0193
Other Fiduciary Accounts$0229
Memoranda
Custody and Safekeeping Accounts$20,000518
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed asts$55,000274
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$739,000253
Number of Managed Accounts$734,000195
Personal Trust and Agency Accounts$322,000169
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$125,00040
Employee Benefit-defined Benefit Accounts$1,000184
Number of other employee benefit and retirement-related accounts$113,000203
Corporate Trust and Agency Accounts$098
Number of managed investment management and investment advisory agency accounts$173,000214
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0117
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$5,000362
Personal Trust and Agency Accounts$1,000314
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$3,000237
Employee Benefit-defined Benefit Accounts$0156
Number non-managed other employee benefit and retirement-related accounts$1,000292
Corporate Trust and Agency Accounts$0163
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$57,000224
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$701,000261
Number of Managed Accounts$677,000210
Personal Trust and Agency Accounts$291,000187
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$126,00038
Employee Benefit-defined Benefit Accounts$1,000186
Number of other employee benefit and retirement-related accounts$105,000212
Corporate Trust and Agency Accounts$0100
Number of managed investment management and investment advisory agency accounts$154,000227
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0115
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,000313
Personal Trust and Agency Accounts$0335
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$5,000233
Employee Benefit-defined Benefit Accounts$0155
Number non-managed other employee benefit and retirement-related accounts$18,000213
Corporate Trust and Agency Accounts$1,000153
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0117
Memoranda
Custody and Safekeeping Accounts$90,000186
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$718,000254
Number of Managed Accounts$654,000215
Personal Trust and Agency Accounts$284,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$102,00048
Employee Benefit-defined Benefit Accounts$2,000164
Number of other employee benefit and retirement-related accounts$102,000213
Corporate Trust and Agency Accounts$099
Number of managed investment management and investment advisory agency accounts$164,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$64,000243
Personal Trust and Agency Accounts$11,000213
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000150
Employee Benefit-defined Benefit Accounts$0154
Number non-managed other employee benefit and retirement-related accounts$22,000186
Corporate Trust and Agency Accounts$1,000152
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0120
Memoranda
Custody and Safekeeping Accounts$57,000237
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$755,000282
Number of Managed Accounts$691,000219
Personal Trust and Agency Accounts$310,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00046
Employee Benefit-defined Benefit Accounts$2,000195
Number of other employee benefit and retirement-related accounts$100,000279
Corporate Trust and Agency Accounts$0267
Number of managed investment management and investment advisory agency accounts$175,000235
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0285
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$64,000482
Personal Trust and Agency Accounts$11,000468
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000185
Employee Benefit-defined Benefit Accounts$1,000169
Number non-managed other employee benefit and retirement-related accounts$22,000408
Corporate Trust and Agency Accounts$1,000320
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$57,000348
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$732,000252
Number of Managed Accounts$670,000208
Personal Trust and Agency Accounts$295,000191
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00046
Employee Benefit-defined Benefit Accounts$3,000142
Number of other employee benefit and retirement-related accounts$101,000223
Corporate Trust and Agency Accounts$0108
Number of managed investment management and investment advisory agency accounts$165,000223
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0120
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$62,000262
Personal Trust and Agency Accounts$7,000252
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000156
Employee Benefit-defined Benefit Accounts$0163
Number non-managed other employee benefit and retirement-related accounts$21,000209
Corporate Trust and Agency Accounts$5,000129
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$58,000249
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$713,000263
Number of Managed Accounts$675,000211
Personal Trust and Agency Accounts$291,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,00046
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$103,000225
Corporate Trust and Agency Accounts$2,00077
Number of managed investment management and investment advisory agency accounts$167,000225
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0123
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$38,000303
Personal Trust and Agency Accounts$3,000307
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$30,000161
Employee Benefit-defined Benefit Accounts$1,000134
Number non-managed other employee benefit and retirement-related accounts$1,000319
Corporate Trust and Agency Accounts$3,000145
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$64,000242
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$711,000267
Number of Managed Accounts$669,000213
Personal Trust and Agency Accounts$286,000201
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$113,00047
Employee Benefit-defined Benefit Accounts$2,000162
Number of other employee benefit and retirement-related accounts$105,000223
Corporate Trust and Agency Accounts$0103
Number of managed investment management and investment advisory agency accounts$163,000230
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0128
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$42,000297
Personal Trust and Agency Accounts$4,000289
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$29,000160
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$6,000280
Corporate Trust and Agency Accounts$3,000145
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$72,000220
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$709,000294
Number of Managed Accounts$677,000222
Personal Trust and Agency Accounts$296,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00052
Employee Benefit-defined Benefit Accounts$1,000249
Number of other employee benefit and retirement-related accounts$103,000263
Corporate Trust and Agency Accounts$0273
Number of managed investment management and investment advisory agency accounts$169,000244
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0300
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000667
Personal Trust and Agency Accounts$0976
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000194
Employee Benefit-defined Benefit Accounts$0244
Number non-managed other employee benefit and retirement-related accounts$4,000667
Corporate Trust and Agency Accounts$0389
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0264
Memoranda
Custody and Safekeeping Accounts$73,000309
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$714,000258
Number of Managed Accounts$682,000210
Personal Trust and Agency Accounts$299,000193
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,00051
Employee Benefit-defined Benefit Accounts$1,000193
Number of other employee benefit and retirement-related accounts$103,000212
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$169,000218
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0121
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000309
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000162
Employee Benefit-defined Benefit Accounts$0170
Number non-managed other employee benefit and retirement-related accounts$4,000284
Corporate Trust and Agency Accounts$0189
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0127
Memoranda
Custody and Safekeeping Accounts$73,000218
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$707,000263
Number of Managed Accounts$675,000214
Personal Trust and Agency Accounts$299,000197
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00051
Employee Benefit-defined Benefit Accounts$1,000195
Number of other employee benefit and retirement-related accounts$102,000215
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$165,000221
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0124
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$32,000317
Personal Trust and Agency Accounts$0355
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$28,000167
Employee Benefit-defined Benefit Accounts$0174
Number non-managed other employee benefit and retirement-related accounts$4,000288
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0125
Memoranda
Custody and Safekeeping Accounts$72,000229
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$695,000267
Number of Managed Accounts$667,000214
Personal Trust and Agency Accounts$305,000194
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$111,00053
Employee Benefit-defined Benefit Accounts$1,000198
Number of other employee benefit and retirement-related accounts$92,000220
Corporate Trust and Agency Accounts$0102
Number of managed investment management and investment advisory agency accounts$158,000222
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0119
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000326
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000181
Employee Benefit-defined Benefit Accounts$0175
Number non-managed other employee benefit and retirement-related accounts$4,000293
Corporate Trust and Agency Accounts$0190
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$73,000225
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$673,000305
Number of Managed Accounts$646,000230
Personal Trust and Agency Accounts$296,000210
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$110,00058
Employee Benefit-defined Benefit Accounts$1,000267
Number of other employee benefit and retirement-related accounts$89,000271
Corporate Trust and Agency Accounts$0281
Number of managed investment management and investment advisory agency accounts$150,000258
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0293
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000715
Personal Trust and Agency Accounts$0991
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000228
Employee Benefit-defined Benefit Accounts$0260
Number non-managed other employee benefit and retirement-related accounts$4,000667
Corporate Trust and Agency Accounts$0403
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0263
Memoranda
Custody and Safekeeping Accounts$70,000318
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$670,000278
Number of Managed Accounts$641,000222
Personal Trust and Agency Accounts$297,000203
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,00055
Employee Benefit-defined Benefit Accounts$1,000202
Number of other employee benefit and retirement-related accounts$90,000212
Corporate Trust and Agency Accounts$0101
Number of managed investment management and investment advisory agency accounts$146,000233
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0122
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,000319
Personal Trust and Agency Accounts$0336
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000185
Employee Benefit-defined Benefit Accounts$0176
Number non-managed other employee benefit and retirement-related accounts$4,000282
Corporate Trust and Agency Accounts$0192
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0121
Memoranda
Custody and Safekeeping Accounts$69,000217
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$670,000280
Number of Managed Accounts$641,000226
Personal Trust and Agency Accounts$301,000209
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$109,00053
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$89,000217
Corporate Trust and Agency Accounts$0106
Number of managed investment management and investment advisory agency accounts$141,000236
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,000329
Personal Trust and Agency Accounts$0342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000185
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$4,000291
Corporate Trust and Agency Accounts$0194
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$68,000226
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$664,000282
Number of Managed Accounts$636,000226
Personal Trust and Agency Accounts$298,000207
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00057
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$89,000215
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$142,000235
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0139
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000332
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000194
Employee Benefit-defined Benefit Accounts$0185
Number non-managed other employee benefit and retirement-related accounts$4,000287
Corporate Trust and Agency Accounts$0196
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0129
Memoranda
Custody and Safekeeping Accounts$59,000243
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$651,000314
Number of Managed Accounts$623,000242
Personal Trust and Agency Accounts$293,000227
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00066
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$84,000269
Corporate Trust and Agency Accounts$0303
Number of managed investment management and investment advisory agency accounts$140,000264
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0320
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$28,000733
Personal Trust and Agency Accounts$01,023
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000250
Employee Benefit-defined Benefit Accounts$0282
Number non-managed other employee benefit and retirement-related accounts$5,000653
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0282
Memoranda
Custody and Safekeeping Accounts$54,000385
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$637,000274
Number of Managed Accounts$608,000227
Personal Trust and Agency Accounts$286,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00063
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$80,000210
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$137,000226
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0135
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,000324
Personal Trust and Agency Accounts$0339
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$24,000194
Employee Benefit-defined Benefit Accounts$0188
Number non-managed other employee benefit and retirement-related accounts$5,000271
Corporate Trust and Agency Accounts$0200
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$48,000255
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$628,000281
Number of Managed Accounts$601,000228
Personal Trust and Agency Accounts$280,000217
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00061
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$76,000219
Corporate Trust and Agency Accounts$0114
Number of managed investment management and investment advisory agency accounts$136,000232
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0140
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000342
Personal Trust and Agency Accounts$0351
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000195
Employee Benefit-defined Benefit Accounts$0181
Number non-managed other employee benefit and retirement-related accounts$5,000284
Corporate Trust and Agency Accounts$0207
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0136
Memoranda
Custody and Safekeeping Accounts$43,000275
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$636,000282
Number of Managed Accounts$610,000228
Personal Trust and Agency Accounts$288,000215
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00065
Employee Benefit-defined Benefit Accounts$1,000211
Number of other employee benefit and retirement-related accounts$76,000215
Corporate Trust and Agency Accounts$0116
Number of managed investment management and investment advisory agency accounts$140,000229
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0144
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000342
Personal Trust and Agency Accounts$0353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$21,000201
Employee Benefit-defined Benefit Accounts$0184
Number non-managed other employee benefit and retirement-related accounts$5,000285
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0132
Memoranda
Custody and Safekeeping Accounts$43,000277
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$640,000312
Number of Managed Accounts$617,000233
Personal Trust and Agency Accounts$299,000230
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$105,00067
Employee Benefit-defined Benefit Accounts$1,000298
Number of other employee benefit and retirement-related accounts$73,000281
Corporate Trust and Agency Accounts$0312
Number of managed investment management and investment advisory agency accounts$139,000257
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0337
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000800
Personal Trust and Agency Accounts$01,017
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000262
Employee Benefit-defined Benefit Accounts$0292
Number non-managed other employee benefit and retirement-related accounts$3,000714
Corporate Trust and Agency Accounts$0423
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0286
Memoranda
Custody and Safekeeping Accounts$42,000457
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$644,000273
Number of Managed Accounts$621,000220
Personal Trust and Agency Accounts$304,000208
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00063
Employee Benefit-defined Benefit Accounts$1,000204
Number of other employee benefit and retirement-related accounts$72,000210
Corporate Trust and Agency Accounts$0107
Number of managed investment management and investment advisory agency accounts$140,000220
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0125
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000347
Personal Trust and Agency Accounts$0346
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000206
Employee Benefit-defined Benefit Accounts$0189
Number non-managed other employee benefit and retirement-related accounts$3,000293
Corporate Trust and Agency Accounts$0201
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0126
Memoranda
Custody and Safekeeping Accounts$44,000281
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$643,000275
Number of Managed Accounts$617,000221
Personal Trust and Agency Accounts$301,000214
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00063
Employee Benefit-defined Benefit Accounts$1,000208
Number of other employee benefit and retirement-related accounts$72,000212
Corporate Trust and Agency Accounts$0113
Number of managed investment management and investment advisory agency accounts$137,000225
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0127
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000350
Personal Trust and Agency Accounts$0352
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000206
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$3,000302
Corporate Trust and Agency Accounts$0206
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0128
Memoranda
Custody and Safekeeping Accounts$41,000300
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$653,000272
Number of Managed Accounts$624,000222
Personal Trust and Agency Accounts$304,000215
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$108,00065
Employee Benefit-defined Benefit Accounts$1,000210
Number of other employee benefit and retirement-related accounts$70,000218
Corporate Trust and Agency Accounts$0110
Number of managed investment management and investment advisory agency accounts$141,000221
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0130
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$29,000350
Personal Trust and Agency Accounts$1,000350
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$25,000205
Employee Benefit-defined Benefit Accounts$0195
Number non-managed other employee benefit and retirement-related accounts$3,000303
Corporate Trust and Agency Accounts$0205
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0134
Memoranda
Custody and Safekeeping Accounts$43,000298
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$646,000325
Number of Managed Accounts$619,000245
Personal Trust and Agency Accounts$304,000237
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$107,00070
Employee Benefit-defined Benefit Accounts$1,000303
Number of other employee benefit and retirement-related accounts$72,000283
Corporate Trust and Agency Accounts$0340
Number of managed investment management and investment advisory agency accounts$135,000261
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0331
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000785
Personal Trust and Agency Accounts$1,000915
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$23,000263
Employee Benefit-defined Benefit Accounts$0304
Number non-managed other employee benefit and retirement-related accounts$3,000744
Corporate Trust and Agency Accounts$0460
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0293
Memoranda
Custody and Safekeeping Accounts$47,000461
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$647,000287
Number of Managed Accounts$620,000229
Personal Trust and Agency Accounts$307,000223
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00074
Employee Benefit-defined Benefit Accounts$1,000218
Number of other employee benefit and retirement-related accounts$71,000224
Corporate Trust and Agency Accounts$0121
Number of managed investment management and investment advisory agency accounts$137,000222
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0143
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$27,000359
Personal Trust and Agency Accounts$1,000353
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$22,000224
Employee Benefit-defined Benefit Accounts$0213
Number non-managed other employee benefit and retirement-related accounts$4,000305
Corporate Trust and Agency Accounts$0209
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0152
Memoranda
Custody and Safekeeping Accounts$449,00084
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$646,000293
Number of Managed Accounts$620,000230
Personal Trust and Agency Accounts$308,000228
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00077
Employee Benefit-defined Benefit Accounts$1,000217
Number of other employee benefit and retirement-related accounts$71,000226
Corporate Trust and Agency Accounts$0129
Number of managed investment management and investment advisory agency accounts$136,000222
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0151
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$26,000364
Personal Trust and Agency Accounts$2,000342
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$20,000235
Employee Benefit-defined Benefit Accounts$0214
Number non-managed other employee benefit and retirement-related accounts$4,000307
Corporate Trust and Agency Accounts$0211
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0161
Memoranda
Custody and Safekeeping Accounts$50,000293
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$658,000293
Number of Managed Accounts$634,000238
Personal Trust and Agency Accounts$318,000231
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$104,00088
Employee Benefit-defined Benefit Accounts$2,000198
Number of other employee benefit and retirement-related accounts$75,000214
Corporate Trust and Agency Accounts$0138
Number of managed investment management and investment advisory agency accounts$135,000224
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0156
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$24,000376
Personal Trust and Agency Accounts$1,000370
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000241
Employee Benefit-defined Benefit Accounts$0215
Number non-managed other employee benefit and retirement-related accounts$4,000309
Corporate Trust and Agency Accounts$0216
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0158
Memoranda
Custody and Safekeeping Accounts$52,000300
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$656,000336
Number of Managed Accounts$633,000253
Personal Trust and Agency Accounts$317,000239
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$106,00097
Employee Benefit-defined Benefit Accounts$2,000251
Number of other employee benefit and retirement-related accounts$77,000275
Corporate Trust and Agency Accounts$0378
Number of managed investment management and investment advisory agency accounts$131,000269
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0352
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$23,000830
Personal Trust and Agency Accounts$01,072
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$19,000304
Employee Benefit-defined Benefit Accounts$0309
Number non-managed other employee benefit and retirement-related accounts$4,000706
Corporate Trust and Agency Accounts$0452
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0305
Memoranda
Custody and Safekeeping Accounts$52,000475
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Number of Fiduciary Accounts and Related Asset Accounts$721,000305
Number of Managed Accounts$653,000240
Personal Trust and Agency Accounts$314,000226
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$222,00059
Employee Benefit-defined Benefit Accounts$3,000211
Number of other employee benefit and retirement-related accounts$0769
Corporate Trust and Agency Accounts$0351
Number of managed investment management and investment advisory agency accounts$114,000258
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary Accounts$0365
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed Accounts$68,000510
Personal Trust and Agency Accounts$0999
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution Accounts$68,000169
Employee Benefit-defined Benefit Accounts$0284
Number non-managed other employee benefit and retirement-related accounts$0833
Corporate Trust and Agency Accounts$0450
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary Accounts$0297
Memoranda
Custody and Safekeeping Accounts$6,000785
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number of other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of managed investment management and investment advisory agency accountsNANA
Number of foundation and endowment trust and agency accounts, managed assetsNANA
Other Fiduciary AccountsNANA
Memoranda
Fiduciary Accounts Held in Foreign OfficesNANA
Number of Individual retirement, health savings, and similar accounts,managed assetsNANA
Number of investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Number of Non-Managed AccountsNANA
Personal Trust and Agency AccountsNANA
Employee benefit and retirement-related trust and agency accounts
Employee Benefit-defined Contribution AccountsNANA
Employee Benefit-defined Benefit AccountsNANA
Number non-managed other employee benefit and retirement-related accountsNANA
Corporate Trust and Agency AccountsNANA
Number of investment management and advisory agency accounts, non-managed assetsNANA
Number (#) individual retirement, health savings, and other similar accountsNANA
Other Fiduciary AccountsNANA
Memoranda
Custody and Safekeeping AccountsNANA
Fiduciary Accounts Held in Foreign OfficesNANA
# of Individual retirement,health savings and similar accounts, non-managed astsNANA