Home > Iberiabank > Total Fiduciary and Related Assets
Iberiabank, Total Fiduciary and Related Assets
2020-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $3,072,564,000 | 112 |
Managed Assets ($) | $2,579,340,000 | 94 |
Personal trust and agency accounts, managed assets | $2,311,676,000 | 33 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,849,000 | 242 |
Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
Other employee benefit and retirement-related accounts, managed assets | $202,690,000 | 112 |
Corporate trust and agency accounts, managed assets | $0 | 77 |
Investment management and investment advisory agency accounts, managed assets | $53,513,000 | 328 |
Foundation and endowment trust and agency accounts, managed assets | $8,577,000 | 260 |
Other fiduciary accounts, managed assets | $35,000 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $202,690,000 | 98 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $493,224,000 | 130 |
Personal trust and agency accounts, non-managed assets | $81,484,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 264 |
Employee benefit-defined benefit accounts, non-managed Assets | $27,714,000 | 80 |
Other retirement accounts, non-managed assets | $970,000 | 301 |
Corporate trust and agency accounts, non-managed assets | $0 | 118 |
Investment management and advisory agency accounts, non-managed assets | $0 | 226 |
Foundation and endowment trust and agency accounts, non-managed assets | $4,335,000 | 88 |
Other fiduciary accounts, non-managed assets | $378,721,000 | 24 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,284,931,000 | 83 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,085,000 | 279 |
2020-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,656,920,000 | 114 |
Managed Assets ($) | $2,173,290,000 | 101 |
Personal trust and agency accounts, managed assets | $1,930,284,000 | 39 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,576,000 | 216 |
Employee benefit-defined benefit accounts, managed assets | $0 | 179 |
Other employee benefit and retirement-related accounts, managed assets | $183,440,000 | 110 |
Corporate trust and agency accounts, managed assets | $0 | 71 |
Investment management and investment advisory agency accounts, managed assets | $48,572,000 | 286 |
Foundation and endowment trust and agency accounts, managed assets | $8,383,000 | 232 |
Other fiduciary accounts, managed assets | $35,000 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $183,439,000 | 97 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $483,630,000 | 125 |
Personal trust and agency accounts, non-managed assets | $76,422,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 234 |
Employee benefit-defined benefit accounts, non-managed Assets | $25,668,000 | 78 |
Other retirement accounts, non-managed assets | $478,000 | 277 |
Corporate trust and agency accounts, non-managed assets | $0 | 103 |
Investment management and advisory agency accounts, non-managed assets | $0 | 191 |
Foundation and endowment trust and agency accounts, non-managed assets | $3,575,000 | 90 |
Other fiduciary accounts, non-managed assets | $377,487,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,442,882,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $2,369,000 | 258 |
2019-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,864,706,000 | 114 |
Managed Assets ($) | $2,377,555,000 | 100 |
Personal trust and agency accounts, managed assets | $2,097,858,000 | 41 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,844,000 | 313 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $218,164,000 | 108 |
Corporate trust and agency accounts, managed assets | $0 | 152 |
Investment management and investment advisory agency accounts, managed assets | $56,732,000 | 370 |
Foundation and endowment trust and agency accounts, managed assets | $1,926,000 | 417 |
Other fiduciary accounts, managed assets | $31,000 | 195 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $218,164,000 | 97 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 49 |
Non-managed Assets ($) | $487,151,000 | 130 |
Personal trust and agency accounts, non-managed assets | $88,970,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 378 |
Employee benefit-defined benefit accounts, non-managed Assets | $28,638,000 | 79 |
Other retirement accounts, non-managed assets | $559,000 | 544 |
Corporate trust and agency accounts, non-managed assets | $0 | 210 |
Investment management and advisory agency accounts, non-managed assets | $0 | 361 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 201 |
Other fiduciary accounts, non-managed assets | $368,984,000 | 25 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,513,175,000 | 85 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $2,790,000 | 467 |
2019-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,834,775,000 | 114 |
Managed Assets ($) | $2,340,151,000 | 101 |
Personal trust and agency accounts, managed assets | $2,073,235,000 | 42 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,738,000 | 220 |
Employee benefit-defined benefit accounts, managed assets | $0 | 183 |
Other employee benefit and retirement-related accounts, managed assets | $207,236,000 | 107 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $54,950,000 | 280 |
Foundation and endowment trust and agency accounts, managed assets | $1,813,000 | 268 |
Other fiduciary accounts, managed assets | $179,000 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $207,236,000 | 96 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $494,624,000 | 125 |
Personal trust and agency accounts, non-managed assets | $88,367,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 241 |
Employee benefit-defined benefit accounts, non-managed Assets | $29,039,000 | 78 |
Other retirement accounts, non-managed assets | $567,000 | 283 |
Corporate trust and agency accounts, non-managed assets | $0 | 104 |
Investment management and advisory agency accounts, non-managed assets | $0 | 188 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 142 |
Other fiduciary accounts, non-managed assets | $376,651,000 | 22 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,542,123,000 | 82 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,618,000 | 249 |
2019-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,842,842,000 | 114 |
Managed Assets ($) | $2,369,511,000 | 100 |
Personal trust and agency accounts, managed assets | $2,107,685,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,687,000 | 240 |
Employee benefit-defined benefit accounts, managed assets | $0 | 196 |
Other employee benefit and retirement-related accounts, managed assets | $206,666,000 | 105 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $50,515,000 | 313 |
Foundation and endowment trust and agency accounts, managed assets | $1,779,000 | 296 |
Other fiduciary accounts, managed assets | $179,000 | 101 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $206,666,000 | 95 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $473,331,000 | 127 |
Personal trust and agency accounts, non-managed assets | $86,924,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 263 |
Employee benefit-defined benefit accounts, non-managed Assets | $29,024,000 | 81 |
Other retirement accounts, non-managed assets | $843,000 | 296 |
Corporate trust and agency accounts, non-managed assets | $0 | 113 |
Investment management and advisory agency accounts, non-managed assets | $0 | 207 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 144 |
Other fiduciary accounts, non-managed assets | $356,540,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,597,556,000 | 79 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,940,000 | 263 |
2019-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,753,506,000 | 115 |
Managed Assets ($) | $2,301,165,000 | 100 |
Personal trust and agency accounts, managed assets | $2,052,026,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,718,000 | 242 |
Employee benefit-defined benefit accounts, managed assets | $0 | 197 |
Other employee benefit and retirement-related accounts, managed assets | $196,981,000 | 103 |
Corporate trust and agency accounts, managed assets | $0 | 76 |
Investment management and investment advisory agency accounts, managed assets | $47,533,000 | 314 |
Foundation and endowment trust and agency accounts, managed assets | $1,730,000 | 298 |
Other fiduciary accounts, managed assets | $177,000 | 106 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $196,981,000 | 94 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $452,341,000 | 130 |
Personal trust and agency accounts, non-managed assets | $77,765,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
Employee benefit-defined benefit accounts, non-managed Assets | $28,963,000 | 83 |
Other retirement accounts, non-managed assets | $1,037,000 | 294 |
Corporate trust and agency accounts, non-managed assets | $0 | 114 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 148 |
Other fiduciary accounts, non-managed assets | $344,576,000 | 21 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,565,639,000 | 78 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,710,000 | 268 |
2018-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,653,197,000 | 112 |
Managed Assets ($) | $2,135,166,000 | 98 |
Personal trust and agency accounts, managed assets | $1,901,790,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,503,000 | 322 |
Employee benefit-defined benefit accounts, managed assets | $0 | 267 |
Other employee benefit and retirement-related accounts, managed assets | $185,419,000 | 102 |
Corporate trust and agency accounts, managed assets | $0 | 149 |
Investment management and investment advisory agency accounts, managed assets | $41,795,000 | 394 |
Foundation and endowment trust and agency accounts, managed assets | $3,436,000 | 385 |
Other fiduciary accounts, managed assets | $223,000 | 157 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $185,366,000 | 93 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 43 |
Non-managed Assets ($) | $518,031,000 | 122 |
Personal trust and agency accounts, non-managed assets | $75,025,000 | 109 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 398 |
Employee benefit-defined benefit accounts, non-managed Assets | $27,986,000 | 86 |
Other retirement accounts, non-managed assets | $2,639,000 | 410 |
Corporate trust and agency accounts, non-managed assets | $0 | 213 |
Investment management and advisory agency accounts, non-managed assets | $0 | 357 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 203 |
Other fiduciary accounts, non-managed assets | $412,381,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,482,159,000 | 81 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $5,196,000 | 375 |
2018-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,783,080,000 | 112 |
Managed Assets ($) | $2,266,036,000 | 98 |
Personal trust and agency accounts, managed assets | $1,960,964,000 | 40 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $2,671,000 | 247 |
Employee benefit-defined benefit accounts, managed assets | $0 | 200 |
Other employee benefit and retirement-related accounts, managed assets | $203,880,000 | 98 |
Corporate trust and agency accounts, managed assets | $0 | 79 |
Investment management and investment advisory agency accounts, managed assets | $94,650,000 | 282 |
Foundation and endowment trust and agency accounts, managed assets | $3,649,000 | 285 |
Other fiduciary accounts, managed assets | $222,000 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $203,879,000 | 89 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $517,044,000 | 125 |
Personal trust and agency accounts, non-managed assets | $76,876,000 | 106 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 268 |
Employee benefit-defined benefit accounts, non-managed Assets | $30,505,000 | 87 |
Other retirement accounts, non-managed assets | $733,000 | 296 |
Corporate trust and agency accounts, non-managed assets | $0 | 120 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $408,930,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,519,482,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $2,362,000 | 294 |
2018-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,635,304,000 | 114 |
Managed Assets ($) | $2,108,983,000 | 100 |
Personal trust and agency accounts, managed assets | $1,598,630,000 | 45 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,136,000 | 269 |
Employee benefit-defined benefit accounts, managed assets | $1,627,000 | 179 |
Other employee benefit and retirement-related accounts, managed assets | $190,743,000 | 98 |
Corporate trust and agency accounts, managed assets | $0 | 78 |
Investment management and investment advisory agency accounts, managed assets | $315,916,000 | 163 |
Foundation and endowment trust and agency accounts, managed assets | $710,000 | 304 |
Other fiduciary accounts, managed assets | $221,000 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $190,617,000 | 90 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $526,321,000 | 127 |
Personal trust and agency accounts, non-managed assets | $82,741,000 | 102 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 269 |
Employee benefit-defined benefit accounts, non-managed Assets | $30,323,000 | 89 |
Other retirement accounts, non-managed assets | $1,811,000 | 273 |
Corporate trust and agency accounts, non-managed assets | $0 | 116 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $411,446,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,502,138,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $2,817,000 | 282 |
2018-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,698,449,000 | 115 |
Managed Assets ($) | $2,139,709,000 | 100 |
Personal trust and agency accounts, managed assets | $1,507,198,000 | 48 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $1,109,000 | 270 |
Employee benefit-defined benefit accounts, managed assets | $1,610,000 | 180 |
Other employee benefit and retirement-related accounts, managed assets | $196,746,000 | 96 |
Corporate trust and agency accounts, managed assets | $0 | 81 |
Investment management and investment advisory agency accounts, managed assets | $432,080,000 | 135 |
Foundation and endowment trust and agency accounts, managed assets | $746,000 | 300 |
Other fiduciary accounts, managed assets | $220,000 | 101 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $183,256,000 | 89 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $558,740,000 | 122 |
Personal trust and agency accounts, non-managed assets | $83,920,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 274 |
Employee benefit-defined benefit accounts, non-managed Assets | $30,566,000 | 88 |
Other retirement accounts, non-managed assets | $1,762,000 | 279 |
Corporate trust and agency accounts, non-managed assets | $0 | 121 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 149 |
Other fiduciary accounts, non-managed assets | $442,492,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,511,559,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $2,766,000 | 285 |
2017-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,162,252,000 | 125 |
Managed Assets ($) | $1,606,456,000 | 120 |
Personal trust and agency accounts, managed assets | $1,135,830,000 | 60 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $907,000 | 383 |
Employee benefit-defined benefit accounts, managed assets | $0 | 275 |
Other employee benefit and retirement-related accounts, managed assets | $130,959,000 | 129 |
Corporate trust and agency accounts, managed assets | $0 | 168 |
Investment management and investment advisory agency accounts, managed assets | $337,794,000 | 154 |
Foundation and endowment trust and agency accounts, managed assets | $746,000 | 453 |
Other fiduciary accounts, managed assets | $220,000 | 168 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $130,958,000 | 118 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 46 |
Non-managed Assets ($) | $555,796,000 | 122 |
Personal trust and agency accounts, non-managed assets | $82,575,000 | 103 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 412 |
Employee benefit-defined benefit accounts, non-managed Assets | $32,555,000 | 90 |
Other retirement accounts, non-managed assets | $73,000 | 618 |
Corporate trust and agency accounts, non-managed assets | $0 | 224 |
Investment management and advisory agency accounts, non-managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 204 |
Other fiduciary accounts, non-managed assets | $440,593,000 | 17 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,466,891,000 | 82 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,077,000 | 578 |
2017-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $2,122,653,000 | 126 |
Managed Assets ($) | $1,584,288,000 | 120 |
Personal trust and agency accounts, managed assets | $926,930,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $870,000 | 273 |
Employee benefit-defined benefit accounts, managed assets | $0 | 206 |
Other employee benefit and retirement-related accounts, managed assets | $134,426,000 | 124 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $521,138,000 | 120 |
Foundation and endowment trust and agency accounts, managed assets | $704,000 | 296 |
Other fiduciary accounts, managed assets | $220,000 | 101 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $134,426,000 | 112 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $538,365,000 | 119 |
Personal trust and agency accounts, non-managed assets | $80,895,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 272 |
Employee benefit-defined benefit accounts, non-managed Assets | $31,718,000 | 86 |
Other retirement accounts, non-managed assets | $123,000 | 315 |
Corporate trust and agency accounts, non-managed assets | $0 | 125 |
Investment management and advisory agency accounts, non-managed assets | $0 | 210 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 151 |
Other fiduciary accounts, non-managed assets | $425,629,000 | 17 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,406,447,000 | 78 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,107,000 | 318 |
2017-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,512,626,000 | 152 |
Managed Assets ($) | $978,313,000 | 151 |
Personal trust and agency accounts, managed assets | $855,762,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $678,000 | 282 |
Employee benefit-defined benefit accounts, managed assets | $0 | 205 |
Other employee benefit and retirement-related accounts, managed assets | $90,822,000 | 166 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $29,896,000 | 332 |
Foundation and endowment trust and agency accounts, managed assets | $685,000 | 296 |
Other fiduciary accounts, managed assets | $470,000 | 99 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $90,822,000 | 156 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $534,313,000 | 116 |
Personal trust and agency accounts, non-managed assets | $99,884,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
Employee benefit-defined benefit accounts, non-managed Assets | $30,831,000 | 86 |
Other retirement accounts, non-managed assets | $137,000 | 318 |
Corporate trust and agency accounts, non-managed assets | $0 | 123 |
Investment management and advisory agency accounts, non-managed assets | $0 | 211 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $403,461,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,396,967,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,106,000 | 316 |
2017-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,496,030,000 | 149 |
Managed Assets ($) | $954,501,000 | 152 |
Personal trust and agency accounts, managed assets | $842,579,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $648,000 | 285 |
Employee benefit-defined benefit accounts, managed assets | $0 | 207 |
Other employee benefit and retirement-related accounts, managed assets | $81,516,000 | 176 |
Corporate trust and agency accounts, managed assets | $0 | 83 |
Investment management and investment advisory agency accounts, managed assets | $28,570,000 | 338 |
Foundation and endowment trust and agency accounts, managed assets | $719,000 | 299 |
Other fiduciary accounts, managed assets | $469,000 | 93 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $81,516,000 | 166 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $541,529,000 | 117 |
Personal trust and agency accounts, non-managed assets | $87,943,000 | 95 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 273 |
Employee benefit-defined benefit accounts, non-managed Assets | $30,037,000 | 87 |
Other retirement accounts, non-managed assets | $154,000 | 322 |
Corporate trust and agency accounts, non-managed assets | $0 | 120 |
Investment management and advisory agency accounts, non-managed assets | $0 | 213 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $423,395,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,303,137,000 | 78 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,113,000 | 318 |
2016-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,457,882,000 | 146 |
Managed Assets ($) | $916,521,000 | 154 |
Personal trust and agency accounts, managed assets | $808,993,000 | 74 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $612,000 | 417 |
Employee benefit-defined benefit accounts, managed assets | $0 | 280 |
Other employee benefit and retirement-related accounts, managed assets | $79,105,000 | 174 |
Corporate trust and agency accounts, managed assets | $0 | 178 |
Investment management and investment advisory agency accounts, managed assets | $26,676,000 | 452 |
Foundation and endowment trust and agency accounts, managed assets | $704,000 | 458 |
Other fiduciary accounts, managed assets | $431,000 | 149 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $79,105,000 | 163 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 54 |
Non-managed Assets ($) | $541,361,000 | 115 |
Personal trust and agency accounts, non-managed assets | $93,842,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 433 |
Employee benefit-defined benefit accounts, non-managed Assets | $29,555,000 | 90 |
Other retirement accounts, non-managed assets | $129,000 | 645 |
Corporate trust and agency accounts, non-managed assets | $0 | 227 |
Investment management and advisory agency accounts, non-managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 202 |
Other fiduciary accounts, non-managed assets | $417,835,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,239,652,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,074,000 | 594 |
2016-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,405,230,000 | 150 |
Managed Assets ($) | $881,392,000 | 156 |
Personal trust and agency accounts, managed assets | $778,178,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $602,000 | 289 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $76,528,000 | 178 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $25,221,000 | 342 |
Foundation and endowment trust and agency accounts, managed assets | $691,000 | 291 |
Other fiduciary accounts, managed assets | $172,000 | 94 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $76,528,000 | 164 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $523,838,000 | 118 |
Personal trust and agency accounts, non-managed assets | $98,605,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 276 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 137 |
Other retirement accounts, non-managed assets | $31,000 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 131 |
Investment management and advisory agency accounts, non-managed assets | $0 | 216 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 153 |
Other fiduciary accounts, non-managed assets | $425,202,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $1,195,115,000 | 80 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $948,000 | 325 |
2016-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,372,840,000 | 150 |
Managed Assets ($) | $874,178,000 | 158 |
Personal trust and agency accounts, managed assets | $774,137,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $587,000 | 292 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $74,621,000 | 180 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $23,985,000 | 343 |
Foundation and endowment trust and agency accounts, managed assets | $676,000 | 294 |
Other fiduciary accounts, managed assets | $172,000 | 104 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $74,620,000 | 168 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $498,662,000 | 120 |
Personal trust and agency accounts, non-managed assets | $98,599,000 | 89 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 280 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 138 |
Other retirement accounts, non-managed assets | $31,000 | 335 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 222 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 159 |
Other fiduciary accounts, non-managed assets | $400,032,000 | 19 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $335,366,000 | 125 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $978,000 | 327 |
2016-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,337,440,000 | 154 |
Managed Assets ($) | $866,691,000 | 157 |
Personal trust and agency accounts, managed assets | $770,593,000 | 78 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $557,000 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $74,243,000 | 176 |
Corporate trust and agency accounts, managed assets | $0 | 85 |
Investment management and investment advisory agency accounts, managed assets | $20,438,000 | 346 |
Foundation and endowment trust and agency accounts, managed assets | $688,000 | 293 |
Other fiduciary accounts, managed assets | $172,000 | 108 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $74,243,000 | 163 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $470,749,000 | 121 |
Personal trust and agency accounts, non-managed assets | $93,433,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 282 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 136 |
Other retirement accounts, non-managed assets | $76,000 | 331 |
Corporate trust and agency accounts, non-managed assets | $0 | 137 |
Investment management and advisory agency accounts, non-managed assets | $0 | 225 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $377,240,000 | 20 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $36,857,000 | 261 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $456,000 | 337 |
2015-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,331,947,000 | 152 |
Managed Assets ($) | $877,051,000 | 156 |
Personal trust and agency accounts, managed assets | $767,651,000 | 77 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $530,000 | 435 |
Employee benefit-defined benefit accounts, managed assets | $0 | 298 |
Other employee benefit and retirement-related accounts, managed assets | $79,465,000 | 164 |
Corporate trust and agency accounts, managed assets | $0 | 186 |
Investment management and investment advisory agency accounts, managed assets | $28,571,000 | 442 |
Foundation and endowment trust and agency accounts, managed assets | $662,000 | 461 |
Other fiduciary accounts, managed assets | $172,000 | 184 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $79,465,000 | 150 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 62 |
Non-managed Assets ($) | $454,896,000 | 120 |
Personal trust and agency accounts, non-managed assets | $73,715,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 461 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 174 |
Other retirement accounts, non-managed assets | $77,000 | 677 |
Corporate trust and agency accounts, non-managed assets | $0 | 241 |
Investment management and advisory agency accounts, non-managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 208 |
Other fiduciary accounts, non-managed assets | $381,104,000 | 18 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $35,266,000 | 325 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $462,000 | 673 |
2015-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,320,647,000 | 151 |
Managed Assets ($) | $1,223,135,000 | 119 |
Personal trust and agency accounts, managed assets | $738,176,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $508,000 | 293 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $76,740,000 | 166 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $28,385,000 | 330 |
Foundation and endowment trust and agency accounts, managed assets | $630,000 | 287 |
Other fiduciary accounts, managed assets | $378,696,000 | 11 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $76,740,000 | 153 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $97,512,000 | 227 |
Personal trust and agency accounts, non-managed assets | $73,935,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,605,000 | 251 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $81,000 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 138 |
Investment management and advisory agency accounts, non-managed assets | $0 | 220 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $21,891,000 | 45 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $35,102,000 | 265 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $470,000 | 336 |
2015-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,342,034,000 | 155 |
Managed Assets ($) | $1,264,777,000 | 123 |
Personal trust and agency accounts, managed assets | $757,669,000 | 76 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $509,000 | 300 |
Employee benefit-defined benefit accounts, managed assets | $0 | 218 |
Other employee benefit and retirement-related accounts, managed assets | $79,912,000 | 165 |
Corporate trust and agency accounts, managed assets | $0 | 88 |
Investment management and investment advisory agency accounts, managed assets | $28,947,000 | 330 |
Foundation and endowment trust and agency accounts, managed assets | $12,840,000 | 233 |
Other fiduciary accounts, managed assets | $384,900,000 | 14 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $79,912,000 | 150 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $77,257,000 | 246 |
Personal trust and agency accounts, non-managed assets | $70,358,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,900,000 | 254 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 140 |
Other retirement accounts, non-managed assets | $61,000 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 137 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 156 |
Other fiduciary accounts, non-managed assets | $4,938,000 | 52 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $34,952,000 | 274 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $466,000 | 336 |
2015-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,376,545,000 | 153 |
Managed Assets ($) | $1,308,133,000 | 119 |
Personal trust and agency accounts, managed assets | $768,331,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $495,000 | 296 |
Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
Other employee benefit and retirement-related accounts, managed assets | $78,425,000 | 167 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $29,205,000 | 333 |
Foundation and endowment trust and agency accounts, managed assets | $28,616,000 | 178 |
Other fiduciary accounts, managed assets | $403,061,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $78,425,000 | 151 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $68,412,000 | 260 |
Personal trust and agency accounts, non-managed assets | $62,061,000 | 104 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,900,000 | 254 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 139 |
Other retirement accounts, non-managed assets | $60,000 | 328 |
Corporate trust and agency accounts, non-managed assets | $0 | 143 |
Investment management and advisory agency accounts, non-managed assets | $0 | 218 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $4,391,000 | 56 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $3,290,000 | 358 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $485,000 | 338 |
2014-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,223,933,000 | 163 |
Managed Assets ($) | $1,158,860,000 | 127 |
Personal trust and agency accounts, managed assets | $651,072,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $475,000 | 454 |
Employee benefit-defined benefit accounts, managed assets | $0 | 307 |
Other employee benefit and retirement-related accounts, managed assets | $73,705,000 | 173 |
Corporate trust and agency accounts, managed assets | $0 | 189 |
Investment management and investment advisory agency accounts, managed assets | $27,660,000 | 465 |
Foundation and endowment trust and agency accounts, managed assets | $28,445,000 | 182 |
Other fiduciary accounts, managed assets | $377,503,000 | 12 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $73,705,000 | 158 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 63 |
Non-managed Assets ($) | $65,073,000 | 288 |
Personal trust and agency accounts, non-managed assets | $61,076,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,531,000 | 408 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 180 |
Other retirement accounts, non-managed assets | $93,000 | 706 |
Corporate trust and agency accounts, non-managed assets | $0 | 250 |
Investment management and advisory agency accounts, non-managed assets | $0 | 381 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $2,373,000 | 83 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $28,835,000 | 364 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $495,000 | 694 |
2014-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,167,221,000 | 165 |
Managed Assets ($) | $1,112,771,000 | 126 |
Personal trust and agency accounts, managed assets | $609,975,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $456,000 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 224 |
Other employee benefit and retirement-related accounts, managed assets | $68,328,000 | 181 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $27,172,000 | 332 |
Foundation and endowment trust and agency accounts, managed assets | $28,675,000 | 170 |
Other fiduciary accounts, managed assets | $378,165,000 | 13 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $68,327,000 | 162 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $54,450,000 | 276 |
Personal trust and agency accounts, non-managed assets | $49,857,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,555,000 | 262 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $71,000 | 328 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 214 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 158 |
Other fiduciary accounts, non-managed assets | $2,967,000 | 62 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $27,976,000 | 282 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $219,000 | 338 |
2014-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,090,099,000 | 171 |
Managed Assets ($) | $1,034,752,000 | 130 |
Personal trust and agency accounts, managed assets | $614,368,000 | 93 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $456,000 | 301 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $68,772,000 | 183 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $26,826,000 | 333 |
Foundation and endowment trust and agency accounts, managed assets | $28,852,000 | 172 |
Other fiduciary accounts, managed assets | $295,478,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $68,772,000 | 161 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $55,347,000 | 275 |
Personal trust and agency accounts, non-managed assets | $50,656,000 | 114 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,555,000 | 263 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $69,000 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 217 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 154 |
Other fiduciary accounts, non-managed assets | $3,067,000 | 62 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $294,374,000 | 136 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $402,000 | 333 |
2014-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,062,304,000 | 170 |
Managed Assets ($) | $996,178,000 | 130 |
Personal trust and agency accounts, managed assets | $584,048,000 | 96 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $429,000 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 228 |
Other employee benefit and retirement-related accounts, managed assets | $62,206,000 | 191 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $25,612,000 | 335 |
Foundation and endowment trust and agency accounts, managed assets | $28,405,000 | 170 |
Other fiduciary accounts, managed assets | $295,478,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $62,206,000 | 168 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $66,126,000 | 258 |
Personal trust and agency accounts, non-managed assets | $56,273,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,230,000 | 271 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 144 |
Other retirement accounts, non-managed assets | $68,000 | 334 |
Corporate trust and agency accounts, non-managed assets | $0 | 140 |
Investment management and advisory agency accounts, non-managed assets | $0 | 212 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 157 |
Other fiduciary accounts, non-managed assets | $8,555,000 | 50 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $745,637,000 | 96 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $422,000 | 335 |
2013-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,049,760,000 | 168 |
Managed Assets ($) | $980,801,000 | 132 |
Personal trust and agency accounts, managed assets | $572,248,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $406,000 | 481 |
Employee benefit-defined benefit accounts, managed assets | $0 | 318 |
Other employee benefit and retirement-related accounts, managed assets | $59,511,000 | 193 |
Corporate trust and agency accounts, managed assets | $0 | 203 |
Investment management and investment advisory agency accounts, managed assets | $24,866,000 | 469 |
Foundation and endowment trust and agency accounts, managed assets | $28,187,000 | 180 |
Other fiduciary accounts, managed assets | $295,583,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $59,511,000 | 172 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $68,959,000 | 282 |
Personal trust and agency accounts, non-managed assets | $56,567,000 | 111 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,183,000 | 441 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 186 |
Other retirement accounts, non-managed assets | $282,000 | 682 |
Corporate trust and agency accounts, non-managed assets | $0 | 266 |
Investment management and advisory agency accounts, non-managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 218 |
Other fiduciary accounts, non-managed assets | $10,927,000 | 51 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $585,453,000 | 105 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $892,000 | 665 |
2013-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,045,064,000 | 162 |
Managed Assets ($) | $975,481,000 | 127 |
Personal trust and agency accounts, managed assets | $586,709,000 | 83 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $379,000 | 295 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $57,546,000 | 185 |
Corporate trust and agency accounts, managed assets | $0 | 89 |
Investment management and investment advisory agency accounts, managed assets | $23,950,000 | 317 |
Foundation and endowment trust and agency accounts, managed assets | $27,212,000 | 162 |
Other fiduciary accounts, managed assets | $279,685,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $57,546,000 | 164 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $69,583,000 | 250 |
Personal trust and agency accounts, non-managed assets | $57,707,000 | 102 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,139,000 | 266 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 141 |
Other retirement accounts, non-managed assets | $1,769,000 | 266 |
Corporate trust and agency accounts, non-managed assets | $0 | 138 |
Investment management and advisory agency accounts, non-managed assets | $0 | 198 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 150 |
Other fiduciary accounts, non-managed assets | $8,968,000 | 50 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $629,704,000 | 104 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $3,413,000 | 283 |
2013-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,018,120,000 | 159 |
Managed Assets ($) | $958,149,000 | 126 |
Personal trust and agency accounts, managed assets | $560,052,000 | 86 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $356,000 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $54,688,000 | 184 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $20,807,000 | 318 |
Foundation and endowment trust and agency accounts, managed assets | $26,528,000 | 161 |
Other fiduciary accounts, managed assets | $295,718,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $54,688,000 | 164 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $59,971,000 | 264 |
Personal trust and agency accounts, non-managed assets | $55,322,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $1,139,000 | 265 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 143 |
Other retirement accounts, non-managed assets | $384,000 | 298 |
Corporate trust and agency accounts, non-managed assets | $0 | 136 |
Investment management and advisory agency accounts, non-managed assets | $0 | 202 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 152 |
Other fiduciary accounts, non-managed assets | $3,126,000 | 57 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $679,612,000 | 100 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $933,000 | 307 |
2013-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $1,005,682,000 | 160 |
Managed Assets ($) | $944,681,000 | 128 |
Personal trust and agency accounts, managed assets | $533,851,000 | 88 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $345,000 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 219 |
Other employee benefit and retirement-related accounts, managed assets | $55,005,000 | 181 |
Corporate trust and agency accounts, managed assets | $0 | 91 |
Investment management and investment advisory agency accounts, managed assets | $28,950,000 | 311 |
Foundation and endowment trust and agency accounts, managed assets | $28,071,000 | 160 |
Other fiduciary accounts, managed assets | $298,459,000 | 16 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $55,005,000 | 159 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $61,001,000 | 267 |
Personal trust and agency accounts, non-managed assets | $57,009,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $930,000 | 271 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $293,000 | 307 |
Corporate trust and agency accounts, non-managed assets | $0 | 135 |
Investment management and advisory agency accounts, non-managed assets | $0 | 204 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 155 |
Other fiduciary accounts, non-managed assets | $2,769,000 | 58 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $708,232,000 | 97 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $293,000 | 329 |
2012-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $903,818,000 | 174 |
Managed Assets ($) | $841,702,000 | 138 |
Personal trust and agency accounts, managed assets | $414,170,000 | 108 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $319,000 | 500 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $54,785,000 | 181 |
Corporate trust and agency accounts, managed assets | $0 | 218 |
Investment management and investment advisory agency accounts, managed assets | $35,699,000 | 403 |
Foundation and endowment trust and agency accounts, managed assets | $38,591,000 | 139 |
Other fiduciary accounts, managed assets | $298,138,000 | 15 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $54,785,000 | 155 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 72 |
Non-managed Assets ($) | $62,116,000 | 300 |
Personal trust and agency accounts, non-managed assets | $58,107,000 | 102 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $914,000 | 473 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 199 |
Other retirement accounts, non-managed assets | $0 | 765 |
Corporate trust and agency accounts, non-managed assets | $0 | 269 |
Investment management and advisory agency accounts, non-managed assets | $0 | 412 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 216 |
Other fiduciary accounts, non-managed assets | $3,095,000 | 71 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $599,528,000 | 106 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $277,000 | 732 |
2012-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $843,660,000 | 179 |
Managed Assets ($) | $768,585,000 | 147 |
Personal trust and agency accounts, managed assets | $349,308,000 | 120 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $303,000 | 281 |
Employee benefit-defined benefit accounts, managed assets | $0 | 212 |
Other employee benefit and retirement-related accounts, managed assets | $62,067,000 | 160 |
Corporate trust and agency accounts, managed assets | $0 | 86 |
Investment management and investment advisory agency accounts, managed assets | $29,599,000 | 302 |
Foundation and endowment trust and agency accounts, managed assets | $11,928,000 | 198 |
Other fiduciary accounts, managed assets | $315,380,000 | 14 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $61,963,000 | 138 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $75,075,000 | 242 |
Personal trust and agency accounts, non-managed assets | $56,766,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $915,000 | 265 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 147 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 126 |
Investment management and advisory agency accounts, non-managed assets | $0 | 208 |
Foundation and endowment trust and agency accounts, non-managed assets | $13,719,000 | 62 |
Other fiduciary accounts, non-managed assets | $3,675,000 | 53 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $610,973,000 | 102 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $272,000 | 311 |
2012-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $790,561,000 | 177 |
Managed Assets ($) | $728,481,000 | 144 |
Personal trust and agency accounts, managed assets | $331,680,000 | 121 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $279,000 | 282 |
Employee benefit-defined benefit accounts, managed assets | $0 | 214 |
Other employee benefit and retirement-related accounts, managed assets | $56,264,000 | 166 |
Corporate trust and agency accounts, managed assets | $295,217,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $32,392,000 | 298 |
Foundation and endowment trust and agency accounts, managed assets | $12,059,000 | 196 |
Other fiduciary accounts, managed assets | $590,000 | 84 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $55,989,000 | 145 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $62,080,000 | 251 |
Personal trust and agency accounts, non-managed assets | $56,221,000 | 99 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $899,000 | 263 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 145 |
Other retirement accounts, non-managed assets | $0 | 321 |
Corporate trust and agency accounts, non-managed assets | $0 | 132 |
Investment management and advisory agency accounts, non-managed assets | $0 | 201 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 146 |
Other fiduciary accounts, non-managed assets | $4,960,000 | 49 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $700,668,000 | 95 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $762,000 | 304 |
2012-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $737,092,000 | 189 |
Managed Assets ($) | $668,024,000 | 155 |
Personal trust and agency accounts, managed assets | $276,220,000 | 139 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $266,000 | 282 |
Employee benefit-defined benefit accounts, managed assets | $0 | 213 |
Other employee benefit and retirement-related accounts, managed assets | $53,126,000 | 178 |
Corporate trust and agency accounts, managed assets | $295,338,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $29,937,000 | 303 |
Foundation and endowment trust and agency accounts, managed assets | $12,619,000 | 196 |
Other fiduciary accounts, managed assets | $518,000 | 88 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $53,126,000 | 147 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $69,068,000 | 238 |
Personal trust and agency accounts, non-managed assets | $62,689,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 286 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 149 |
Other retirement accounts, non-managed assets | $202,000 | 301 |
Corporate trust and agency accounts, non-managed assets | $305,000 | 111 |
Investment management and advisory agency accounts, non-managed assets | $659,000 | 158 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 145 |
Other fiduciary accounts, non-managed assets | $5,213,000 | 50 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $743,663,000 | 93 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $1,212,000 | 301 |
2011-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $677,198,000 | 194 |
Managed Assets ($) | $596,199,000 | 160 |
Personal trust and agency accounts, managed assets | $194,191,000 | 172 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 547 |
Employee benefit-defined benefit accounts, managed assets | $0 | 330 |
Other employee benefit and retirement-related accounts, managed assets | $45,628,000 | 184 |
Corporate trust and agency accounts, managed assets | $311,755,000 | 9 |
Investment management and investment advisory agency accounts, managed assets | $31,815,000 | 415 |
Foundation and endowment trust and agency accounts, managed assets | $12,810,000 | 222 |
Other fiduciary accounts, managed assets | $0 | 230 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $45,628,000 | 161 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 66 |
Non-managed Assets ($) | $80,999,000 | 248 |
Personal trust and agency accounts, non-managed assets | $54,794,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $584,000 | 492 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 200 |
Other retirement accounts, non-managed assets | $1,862,000 | 513 |
Corporate trust and agency accounts, non-managed assets | $8,274,000 | 104 |
Investment management and advisory agency accounts, non-managed assets | $4,717,000 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 207 |
Other fiduciary accounts, non-managed assets | $10,768,000 | 52 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $575,213,000 | 108 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $2,717,000 | 523 |
2011-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 415 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 394 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 292 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 352 |
Corporate trust and agency accounts, managed assets | $0 | 87 |
Investment management and investment advisory agency accounts, managed assets | $0 | 358 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 263 |
Other fiduciary accounts, managed assets | $0 | 105 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 320 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 393 |
Personal trust and agency accounts, non-managed assets | $0 | 323 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 186 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 140 |
Other fiduciary accounts, non-managed assets | $0 | 101 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 369 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 320 |
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 421 |
Managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, managed assets | $0 | 400 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 297 |
Employee benefit-defined benefit accounts, managed assets | $0 | 223 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 261 |
Other fiduciary accounts, managed assets | $0 | 111 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 322 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 398 |
Personal trust and agency accounts, non-managed assets | $0 | 327 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 325 |
Corporate trust and agency accounts, non-managed assets | $0 | 141 |
Investment management and advisory agency accounts, non-managed assets | $0 | 182 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 137 |
Other fiduciary accounts, non-managed assets | $0 | 103 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 372 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 322 |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $0 | 427 |
Managed Assets ($) | $0 | 410 |
Personal trust and agency accounts, managed assets | $0 | 405 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 305 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 94 |
Investment management and investment advisory agency accounts, managed assets | $0 | 368 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 265 |
Other fiduciary accounts, managed assets | $0 | 113 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 324 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 403 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 146 |
Investment management and advisory agency accounts, non-managed assets | $0 | 179 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 134 |
Other fiduciary accounts, non-managed assets | $0 | 105 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 324 |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $8,333,000 | 1,075 |
Managed Assets ($) | $8,333,000 | 991 |
Personal trust and agency accounts, managed assets | $4,580,000 | 1,010 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 583 |
Employee benefit-defined benefit accounts, managed assets | $0 | 356 |
Other employee benefit and retirement-related accounts, managed assets | $1,069,000 | 646 |
Corporate trust and agency accounts, managed assets | $0 | 242 |
Investment management and investment advisory agency accounts, managed assets | $2,684,000 | 717 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 473 |
Other fiduciary accounts, managed assets | $0 | 255 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $1,069,000 | 565 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 81 |
Non-managed Assets ($) | $0 | 1,212 |
Personal trust and agency accounts, non-managed assets | $0 | 894 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 577 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 217 |
Other retirement accounts, non-managed assets | $0 | 797 |
Corporate trust and agency accounts, non-managed assets | $0 | 324 |
Investment management and advisory agency accounts, non-managed assets | $0 | 404 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 196 |
Other fiduciary accounts, non-managed assets | $0 | 232 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $55,000 | 837 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 793 |
2010-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,195 |
Fiduciary power exercised | $0 | 1,644 |
Fiduciary or related activity | $0 | 1,565 |
Total fiduciary and related assets | $0 | 411 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 387 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, managed assets | $0 | 231 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 349 |
Corporate trust and agency accounts, managed assets | $0 | 92 |
Investment management and investment advisory agency accounts, managed assets | $0 | 354 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 117 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 312 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 389 |
Personal trust and agency accounts, non-managed assets | $0 | 328 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 151 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | $0 | 165 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 135 |
Other fiduciary accounts, non-managed assets | $0 | 108 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 306 |
2010-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,202 |
Fiduciary power exercised | $0 | 1,653 |
Fiduciary or related activity | $0 | 1,572 |
Total fiduciary and related assets | $0 | 413 |
Managed Assets ($) | $0 | 394 |
Personal trust and agency accounts, managed assets | $0 | 384 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, managed assets | $0 | 229 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 350 |
Corporate trust and agency accounts, managed assets | $0 | 93 |
Investment management and investment advisory agency accounts, managed assets | $0 | 356 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 262 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 306 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 331 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 158 |
Investment management and advisory agency accounts, non-managed assets | $0 | 167 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 132 |
Other fiduciary accounts, non-managed assets | $0 | 110 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 370 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2010-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,230 |
Fiduciary power exercised | $0 | 1,664 |
Fiduciary or related activity | $0 | 1,585 |
Total fiduciary and related assets | $0 | 419 |
Managed Assets ($) | $0 | 397 |
Personal trust and agency accounts, managed assets | $0 | 388 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 303 |
Employee benefit-defined benefit accounts, managed assets | $0 | 230 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 355 |
Corporate trust and agency accounts, managed assets | $0 | 90 |
Investment management and investment advisory agency accounts, managed assets | $0 | 359 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 259 |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 310 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 399 |
Personal trust and agency accounts, non-managed assets | $0 | 339 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 299 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 313 |
Corporate trust and agency accounts, non-managed assets | $0 | 159 |
Investment management and advisory agency accounts, non-managed assets | $0 | 163 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 133 |
Other fiduciary accounts, non-managed assets | $0 | 113 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 376 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 303 |
2009-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,244 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Total fiduciary and related assets | $0 | 1,581 |
Managed Assets ($) | $0 | 1,484 |
Personal trust and agency accounts, managed assets | $0 | 1,441 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 604 |
Employee benefit-defined benefit accounts, managed assets | $0 | 372 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 245 |
Investment management and investment advisory agency accounts, managed assets | $0 | 835 |
Foundation and endowment trust and agency accounts, managed assets | $0 | 453 |
Other fiduciary accounts, managed assets | $0 | 258 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | $0 | 654 |
Investments of managed fiduciary accts in advised or sponsored mutual funds | $0 | 83 |
Non-managed Assets ($) | $0 | 1,242 |
Personal trust and agency accounts, non-managed assets | $0 | 920 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 594 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 224 |
Other retirement accounts, non-managed assets | $0 | 806 |
Corporate trust and agency accounts, non-managed assets | $0 | 345 |
Investment management and advisory agency accounts, non-managed assets | $0 | 351 |
Foundation and endowment trust and agency accounts, non-managed assets | $0 | 190 |
Other fiduciary accounts, non-managed assets | $0 | 221 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 878 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | $0 | 794 |
2009-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,265 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Personal trust and agency accounts, managed assets | $0 | 376 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 294 |
Employee benefit-defined benefit accounts, managed assets | $0 | 220 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 342 |
Corporate trust and agency accounts, managed assets | $0 | 96 |
Investment management and investment advisory agency accounts, managed assets | $0 | 353 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 116 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 385 |
Personal trust and agency accounts, non-managed assets | $0 | 330 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 288 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 155 |
Other retirement accounts, non-managed assets | $0 | 306 |
Corporate trust and agency accounts, non-managed assets | $0 | 157 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 116 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 361 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,285 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, managed assets | $0 | 383 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 304 |
Employee benefit-defined benefit accounts, managed assets | $0 | 225 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 346 |
Corporate trust and agency accounts, managed assets | $0 | 99 |
Investment management and investment advisory agency accounts, managed assets | $0 | 360 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 114 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 391 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 295 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 154 |
Other retirement accounts, non-managed assets | $0 | 311 |
Corporate trust and agency accounts, non-managed assets | $0 | 161 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 115 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 373 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,301 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Personal trust and agency accounts, managed assets | $0 | 385 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 306 |
Employee benefit-defined benefit accounts, managed assets | $0 | 226 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 348 |
Corporate trust and agency accounts, managed assets | $0 | 98 |
Investment management and investment advisory agency accounts, managed assets | $0 | 362 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 392 |
Personal trust and agency accounts, non-managed assets | $0 | 334 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 296 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 153 |
Other retirement accounts, non-managed assets | $0 | 312 |
Corporate trust and agency accounts, non-managed assets | $0 | 160 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 377 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,321 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Total fiduciary and related assets | $0 | 1,618 |
Managed Assets ($) | $0 | 1,519 |
Personal trust and agency accounts, managed assets | $0 | 1,470 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 632 |
Employee benefit-defined benefit accounts, managed assets | $0 | 370 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 777 |
Corporate trust and agency accounts, managed assets | $0 | 260 |
Investment management and investment advisory agency accounts, managed assets | $0 | 851 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 281 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,241 |
Personal trust and agency accounts, non-managed assets | $0 | 946 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 603 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 233 |
Other retirement accounts, non-managed assets | $0 | 811 |
Corporate trust and agency accounts, non-managed assets | $0 | 351 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 874 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,346 |
Fiduciary power exercised | $0 | 1,749 |
Fiduciary or related activity | $0 | 1,659 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 321 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 375 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 390 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 420 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 313 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 162 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 171 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,370 |
Fiduciary power exercised | $0 | 1,767 |
Fiduciary or related activity | $0 | 1,672 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 240 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 381 |
Corporate trust and agency accounts, managed assets | $0 | 104 |
Investment management and investment advisory agency accounts, managed assets | $0 | 394 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 426 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 167 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 173 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 134 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 400 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,389 |
Fiduciary power exercised | $0 | 1,777 |
Fiduciary or related activity | $0 | 1,684 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, managed assets | $0 | 239 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 388 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 400 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 362 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 327 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 341 |
Corporate trust and agency accounts, non-managed assets | $0 | 174 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 407 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,411 |
Fiduciary power exercised | $0 | 1,786 |
Fiduciary or related activity | $0 | 1,696 |
Total fiduciary and related assets | $0 | 1,685 |
Managed Assets ($) | $0 | 1,581 |
Personal trust and agency accounts, managed assets | $0 | 1,532 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 666 |
Employee benefit-defined benefit accounts, managed assets | $0 | 395 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 790 |
Corporate trust and agency accounts, managed assets | $0 | 269 |
Investment management and investment advisory agency accounts, managed assets | $0 | 880 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 297 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,291 |
Personal trust and agency accounts, non-managed assets | $0 | 969 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 633 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 243 |
Other retirement accounts, non-managed assets | $0 | 860 |
Corporate trust and agency accounts, non-managed assets | $0 | 364 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 258 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 908 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,428 |
Fiduciary power exercised | $0 | 1,805 |
Fiduciary or related activity | $0 | 1,715 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, managed assets | $0 | 406 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 317 |
Employee benefit-defined benefit accounts, managed assets | $0 | 234 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 368 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 416 |
Personal trust and agency accounts, non-managed assets | $0 | 344 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 169 |
Other retirement accounts, non-managed assets | $0 | 332 |
Corporate trust and agency accounts, non-managed assets | $0 | 183 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 392 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,445 |
Fiduciary power exercised | $0 | 1,809 |
Fiduciary or related activity | $0 | 1,721 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 414 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 323 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 353 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 172 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 186 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 124 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,453 |
Fiduciary power exercised | $0 | 1,815 |
Fiduciary or related activity | $0 | 1,720 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Personal trust and agency accounts, managed assets | $0 | 415 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 324 |
Employee benefit-defined benefit accounts, managed assets | $0 | 244 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 374 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 386 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 173 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 184 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 120 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 401 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,464 |
Fiduciary power exercised | $0 | 1,827 |
Fiduciary or related activity | $0 | 1,740 |
Total fiduciary and related assets | $0 | 1,730 |
Managed Assets ($) | $0 | 1,624 |
Personal trust and agency accounts, managed assets | $0 | 1,568 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 706 |
Employee benefit-defined benefit accounts, managed assets | $0 | 424 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 788 |
Corporate trust and agency accounts, managed assets | $0 | 276 |
Investment management and investment advisory agency accounts, managed assets | $0 | 891 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,321 |
Personal trust and agency accounts, non-managed assets | $0 | 983 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 653 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 258 |
Other retirement accounts, non-managed assets | $0 | 853 |
Corporate trust and agency accounts, non-managed assets | $0 | 383 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 257 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 947 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,478 |
Fiduciary power exercised | $0 | 1,839 |
Fiduciary or related activity | $0 | 1,758 |
Total fiduciary and related assets | $0 | 431 |
Managed Assets ($) | $0 | 409 |
Personal trust and agency accounts, managed assets | $0 | 398 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 320 |
Employee benefit-defined benefit accounts, managed assets | $0 | 242 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $0 | 365 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 408 |
Personal trust and agency accounts, non-managed assets | $0 | 336 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 322 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 175 |
Other retirement accounts, non-managed assets | $0 | 326 |
Corporate trust and agency accounts, non-managed assets | $0 | 189 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 118 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 388 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,497 |
Fiduciary power exercised | $0 | 1,855 |
Fiduciary or related activity | $0 | 1,774 |
Total fiduciary and related assets | $0 | 434 |
Managed Assets ($) | $0 | 413 |
Personal trust and agency accounts, managed assets | $0 | 402 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 328 |
Employee benefit-defined benefit accounts, managed assets | $0 | 248 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 358 |
Corporate trust and agency accounts, managed assets | $0 | 106 |
Investment management and investment advisory agency accounts, managed assets | $0 | 369 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 411 |
Personal trust and agency accounts, non-managed assets | $0 | 342 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 325 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 330 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 128 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 395 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,505 |
Fiduciary power exercised | $0 | 1,863 |
Fiduciary or related activity | $0 | 1,786 |
Total fiduciary and related assets | $0 | 457 |
Managed Assets ($) | $0 | 437 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 337 |
Employee benefit-defined benefit accounts, managed assets | $0 | 249 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 422 |
Personal trust and agency accounts, non-managed assets | $0 | 351 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 333 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 127 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 405 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,516 |
Fiduciary power exercised | $0 | 1,867 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 1,786 |
Managed Assets ($) | $0 | 1,677 |
Personal trust and agency accounts, managed assets | $0 | 1,621 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 755 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 819 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $0 | 918 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,365 |
Personal trust and agency accounts, non-managed assets | $0 | 1,012 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 688 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 281 |
Other retirement accounts, non-managed assets | $0 | 867 |
Corporate trust and agency accounts, non-managed assets | $0 | 402 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 271 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 966 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,529 |
Fiduciary power exercised | $0 | 1,877 |
Fiduciary or related activity | $0 | 1,783 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 423 |
Personal trust and agency accounts, managed assets | $0 | 409 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 329 |
Employee benefit-defined benefit accounts, managed assets | $0 | 246 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 110 |
Investment management and investment advisory agency accounts, managed assets | $0 | 370 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 412 |
Personal trust and agency accounts, non-managed assets | $0 | 337 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 332 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 188 |
Other retirement accounts, non-managed assets | $0 | 324 |
Corporate trust and agency accounts, non-managed assets | $0 | 192 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 396 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,548 |
Fiduciary power exercised | $0 | 1,881 |
Fiduciary or related activity | $0 | 1,792 |
Total fiduciary and related assets | $0 | 458 |
Managed Assets ($) | $0 | 435 |
Personal trust and agency accounts, managed assets | $0 | 423 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 251 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 373 |
Corporate trust and agency accounts, managed assets | $0 | 114 |
Investment management and investment advisory agency accounts, managed assets | $0 | 384 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 350 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 346 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 181 |
Other retirement accounts, non-managed assets | $0 | 334 |
Corporate trust and agency accounts, non-managed assets | $0 | 195 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 135 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,569 |
Fiduciary power exercised | $0 | 1,895 |
Fiduciary or related activity | $0 | 1,801 |
Total fiduciary and related assets | $0 | 463 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 424 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, managed assets | $0 | 253 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 372 |
Corporate trust and agency accounts, managed assets | $0 | 116 |
Investment management and investment advisory agency accounts, managed assets | $0 | 383 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 431 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 342 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 184 |
Other retirement accounts, non-managed assets | $0 | 336 |
Corporate trust and agency accounts, non-managed assets | $0 | 199 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 131 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 414 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,574 |
Fiduciary power exercised | $0 | 1,898 |
Fiduciary or related activity | $0 | 1,821 |
Total fiduciary and related assets | $0 | 1,810 |
Managed Assets ($) | $0 | 1,698 |
Personal trust and agency accounts, managed assets | $0 | 1,639 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 765 |
Employee benefit-defined benefit accounts, managed assets | $0 | 442 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 797 |
Corporate trust and agency accounts, managed assets | $0 | 309 |
Investment management and investment advisory agency accounts, managed assets | $0 | 911 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,358 |
Personal trust and agency accounts, non-managed assets | $0 | 1,010 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 699 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 291 |
Other retirement accounts, non-managed assets | $0 | 862 |
Corporate trust and agency accounts, non-managed assets | $0 | 395 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 281 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 996 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,582 |
Fiduciary power exercised | $0 | 1,908 |
Fiduciary or related activity | $0 | 1,824 |
Total fiduciary and related assets | $0 | 451 |
Managed Assets ($) | $0 | 424 |
Personal trust and agency accounts, managed assets | $0 | 411 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 243 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 356 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $0 | 367 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 421 |
Personal trust and agency accounts, non-managed assets | $0 | 346 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 334 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 189 |
Other retirement accounts, non-managed assets | $0 | 327 |
Corporate trust and agency accounts, non-managed assets | $0 | 194 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 404 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,602 |
Fiduciary power exercised | $0 | 1,920 |
Fiduciary or related activity | $0 | 1,840 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, managed assets | $0 | 418 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 338 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 357 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $0 | 372 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 429 |
Personal trust and agency accounts, non-managed assets | $0 | 352 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 343 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 338 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 125 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 409 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,610 |
Fiduciary power exercised | $0 | 1,930 |
Fiduciary or related activity | $0 | 1,848 |
Total fiduciary and related assets | $0 | 471 |
Managed Assets ($) | $0 | 438 |
Personal trust and agency accounts, managed assets | $0 | 426 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 344 |
Employee benefit-defined benefit accounts, managed assets | $0 | 247 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 363 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $0 | 380 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 436 |
Personal trust and agency accounts, non-managed assets | $0 | 363 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 195 |
Other retirement accounts, non-managed assets | $0 | 340 |
Corporate trust and agency accounts, non-managed assets | $0 | 198 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 133 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 416 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,631 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Personal trust and agency accounts, managed assets | $0 | 1,694 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 794 |
Employee benefit-defined benefit accounts, managed assets | $0 | 448 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 809 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $0 | 932 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,404 |
Personal trust and agency accounts, non-managed assets | $0 | 1,035 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 727 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 300 |
Other retirement accounts, non-managed assets | $0 | 879 |
Corporate trust and agency accounts, non-managed assets | $0 | 431 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 284 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,022 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Personal trust and agency accounts, managed assets | $0 | 432 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 347 |
Employee benefit-defined benefit accounts, managed assets | $0 | 256 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 364 |
Corporate trust and agency accounts, managed assets | $0 | 121 |
Investment management and investment advisory agency accounts, managed assets | $0 | 379 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 143 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 445 |
Personal trust and agency accounts, non-managed assets | $0 | 370 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 350 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 213 |
Other retirement accounts, non-managed assets | $0 | 350 |
Corporate trust and agency accounts, non-managed assets | $0 | 201 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 151 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 430 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Personal trust and agency accounts, managed assets | $0 | 436 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 353 |
Employee benefit-defined benefit accounts, managed assets | $0 | 257 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 369 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $0 | 387 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 447 |
Personal trust and agency accounts, non-managed assets | $0 | 377 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 354 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 349 |
Corporate trust and agency accounts, non-managed assets | $0 | 205 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 159 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 431 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Personal trust and agency accounts, managed assets | $0 | 450 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 360 |
Employee benefit-defined benefit accounts, managed assets | $0 | 261 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 376 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $0 | 391 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 458 |
Personal trust and agency accounts, non-managed assets | $0 | 390 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 359 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 214 |
Other retirement accounts, non-managed assets | $0 | 354 |
Corporate trust and agency accounts, non-managed assets | $0 | 208 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 156 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 442 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Personal trust and agency accounts, managed assets | $0 | 1,748 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 832 |
Employee benefit-defined benefit accounts, managed assets | $0 | 476 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 820 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $0 | 941 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,452 |
Personal trust and agency accounts, non-managed assets | $0 | 1,066 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 762 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 308 |
Other retirement accounts, non-managed assets | $0 | 883 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 299 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 1,046 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,623 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,876 |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | $0 | 1,766 |
Personal trust and agency accounts, managed assets | $0 | 1,716 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $0 | 814 |
Employee benefit-defined benefit accounts, managed assets | $0 | 446 |
Other employee benefit and retirement-related accounts, managed assets | $0 | 769 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $0 | 857 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $0 | 1,377 |
Personal trust and agency accounts, non-managed assets | $0 | 992 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $0 | 725 |
Employee benefit-defined benefit accounts, non-managed Assets | $0 | 282 |
Other retirement accounts, non-managed assets | $0 | 833 |
Corporate trust and agency accounts, non-managed assets | $0 | 429 |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | $0 | 295 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $0 | 969 |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1999-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1998-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1997-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1996-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1995-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1994-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1993-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |
1992-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Personal trust and agency accounts, managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | NA | NA |
Employee benefit-defined benefit accounts, managed assets | NA | NA |
Other employee benefit and retirement-related accounts, managed assets | NA | NA |
Corporate trust and agency accounts, managed assets | NA | NA |
Investment management and investment advisory agency accounts, managed assets | NA | NA |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | NA | NA |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | NA | NA |
Personal trust and agency accounts, non-managed assets | NA | NA |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | NA | NA |
Employee benefit-defined benefit accounts, non-managed Assets | NA | NA |
Other retirement accounts, non-managed assets | NA | NA |
Corporate trust and agency accounts, non-managed assets | NA | NA |
Investment management and advisory agency accounts, non-managed assets | NA | NA |
Foundation and endowment trust and agency accounts, non-managed assets | NA | NA |
Other fiduciary accounts, non-managed assets | NA | NA |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | NA | NA |
Fiduciary accounts held in foreign offices, non-managed Assets | NA | NA |
Individual retirement,health savings and similar accounts, non-managed | NA | NA |