Home > Harris Trust and Savings Bank > Fiduciary and Related Services
Harris Trust and Savings Bank, Fiduciary and Related Services
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,710,000 | 53 |
| Number of Managed Accounts | $6,304,000 | 37 |
| Number of Non-Managed Accounts | $406,000 | 133 |
| Total fiduciary and related assets | $34,350,412,000 | 33 |
| Managed Assets ($) | $15,015,212,000 | 32 |
| Non-managed Assets ($) | $19,335,200,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,397,000 | 37 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,719,000 | 60 |
| Number of Managed Accounts | $6,333,000 | 39 |
| Number of Non-Managed Accounts | $386,000 | 165 |
| Total fiduciary and related assets | $34,267,002,000 | 35 |
| Managed Assets ($) | $15,822,898,000 | 31 |
| Non-managed Assets ($) | $18,444,104,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $93,043,000 | 36 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $6,741,000 | 54 |
| Number of Managed Accounts | $6,344,000 | 37 |
| Number of Non-Managed Accounts | $397,000 | 131 |
| Total fiduciary and related assets | $33,834,185,000 | 35 |
| Managed Assets ($) | $15,394,390,000 | 31 |
| Non-managed Assets ($) | $18,439,795,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $68,583,000 | 37 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,048,000 | 53 |
| Number of Managed Accounts | $6,456,000 | 36 |
| Number of Non-Managed Accounts | $592,000 | 111 |
| Total fiduciary and related assets | $36,066,307,000 | 34 |
| Managed Assets ($) | $16,917,659,000 | 29 |
| Non-managed Assets ($) | $19,148,648,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $46,260,000 | 37 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,151,000 | 54 |
| Number of Managed Accounts | $6,590,000 | 35 |
| Number of Non-Managed Accounts | $561,000 | 114 |
| Total fiduciary and related assets | $35,925,732,000 | 34 |
| Managed Assets ($) | $16,458,998,000 | 29 |
| Non-managed Assets ($) | $19,466,734,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $23,052,000 | 37 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,267,000 | 58 |
| Number of Managed Accounts | $6,697,000 | 37 |
| Number of Non-Managed Accounts | $570,000 | 141 |
| Total fiduciary and related assets | $35,513,809,000 | 34 |
| Managed Assets ($) | $16,222,406,000 | 30 |
| Non-managed Assets ($) | $19,291,403,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $84,586,000 | 37 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,451,000 | 54 |
| Number of Managed Accounts | $6,859,000 | 33 |
| Number of Non-Managed Accounts | $592,000 | 120 |
| Total fiduciary and related assets | $34,188,785,000 | 34 |
| Managed Assets ($) | $16,172,369,000 | 30 |
| Non-managed Assets ($) | $18,016,416,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $62,071,000 | 38 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,664,000 | 55 |
| Number of Managed Accounts | $7,035,000 | 34 |
| Number of Non-Managed Accounts | $629,000 | 116 |
| Total fiduciary and related assets | $33,500,221,000 | 33 |
| Managed Assets ($) | $16,128,766,000 | 30 |
| Non-managed Assets ($) | $17,371,455,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $40,342,000 | 37 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,462,000 | 55 |
| Number of Managed Accounts | $6,838,000 | 34 |
| Number of Non-Managed Accounts | $624,000 | 116 |
| Total fiduciary and related assets | $31,869,343,000 | 31 |
| Managed Assets ($) | $15,074,582,000 | 28 |
| Non-managed Assets ($) | $16,794,761,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $19,738,000 | 36 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $7,586,000 | 56 |
| Number of Managed Accounts | $6,956,000 | 35 |
| Number of Non-Managed Accounts | $630,000 | 129 |
| Total fiduciary and related assets | $31,859,237,000 | 31 |
| Managed Assets ($) | $15,511,097,000 | 26 |
| Non-managed Assets ($) | $16,348,140,000 | 33 |
| Memoranda | ||
| Gross Fiduciary activities income | $82,829,000 | 35 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $8,195,000 | 47 |
| Number of Managed Accounts | $7,451,000 | 30 |
| Number of Non-Managed Accounts | $744,000 | 113 |
| Total fiduciary and related assets | $32,608,986,000 | 33 |
| Managed Assets ($) | $17,184,322,000 | 27 |
| Non-managed Assets ($) | $15,424,664,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $85,919,000 | 37 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $98,226,000 | 35 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $119,133,000 | 33 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $111,129,000 | 37 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $102,718,000 | 34 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $83,195,000 | 36 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $117,078,000 | 21 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $115,041,000 | 20 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $113,192,000 | 17 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $111,083,000 | 15 |