Home > Mellon Trust of New England > Fiduciary and Related Services
Mellon Trust of New England, Fiduciary and Related Services
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,105,000 | 41 |
| Number of Managed Accounts | $10,542,000 | 22 |
| Number of Non-Managed Accounts | $563,000 | 104 |
| Total fiduciary and related assets | $790,834,887,000 | 8 |
| Managed Assets ($) | $17,400,332,000 | 28 |
| Non-managed Assets ($) | $773,434,555,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $172,469,000 | 16 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,192,000 | 39 |
| Number of Managed Accounts | $10,638,000 | 22 |
| Number of Non-Managed Accounts | $554,000 | 105 |
| Total fiduciary and related assets | $742,620,351,000 | 8 |
| Managed Assets ($) | $18,393,872,000 | 26 |
| Non-managed Assets ($) | $724,226,479,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $86,555,000 | 15 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,084,000 | 42 |
| Number of Managed Accounts | $10,534,000 | 24 |
| Number of Non-Managed Accounts | $550,000 | 121 |
| Total fiduciary and related assets | $748,299,543,000 | 8 |
| Managed Assets ($) | $18,505,980,000 | 28 |
| Non-managed Assets ($) | $729,793,563,000 | 8 |
| Memoranda | ||
| Gross Fiduciary activities income | $161,452,000 | 26 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $10,985,000 | 41 |
| Number of Managed Accounts | $10,435,000 | 23 |
| Number of Non-Managed Accounts | $550,000 | 100 |
| Total fiduciary and related assets | $746,453,772,000 | 7 |
| Managed Assets ($) | $17,368,740,000 | 29 |
| Non-managed Assets ($) | $729,085,032,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $77,352,000 | 30 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,140,000 | 40 |
| Number of Managed Accounts | $10,569,000 | 21 |
| Number of Non-Managed Accounts | $571,000 | 97 |
| Total fiduciary and related assets | $674,814,751,000 | 8 |
| Managed Assets ($) | $17,423,441,000 | 29 |
| Non-managed Assets ($) | $657,391,310,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $153,013,000 | 18 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,785,000 | 39 |
| Number of Managed Accounts | $11,201,000 | 21 |
| Number of Non-Managed Accounts | $584,000 | 95 |
| Total fiduciary and related assets | $790,787,263,000 | 7 |
| Managed Assets ($) | $125,503,723,000 | 5 |
| Non-managed Assets ($) | $665,283,540,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $71,002,000 | 19 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,428,000 | 32 |
| Number of Managed Accounts | $11,120,000 | 22 |
| Number of Non-Managed Accounts | $5,308,000 | 35 |
| Total fiduciary and related assets | $813,263,334,000 | 7 |
| Managed Assets ($) | $123,931,654,000 | 6 |
| Non-managed Assets ($) | $689,331,680,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $530,111,000 | 13 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,316,000 | 33 |
| Number of Managed Accounts | $11,038,000 | 23 |
| Number of Non-Managed Accounts | $5,278,000 | 35 |
| Total fiduciary and related assets | $789,261,543,000 | 6 |
| Managed Assets ($) | $115,872,725,000 | 6 |
| Non-managed Assets ($) | $673,388,818,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $392,511,000 | 13 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,601,000 | 35 |
| Number of Managed Accounts | $9,530,000 | 25 |
| Number of Non-Managed Accounts | $5,071,000 | 35 |
| Total fiduciary and related assets | $772,373,598,000 | 7 |
| Managed Assets ($) | $109,247,266,000 | 7 |
| Non-managed Assets ($) | $663,126,332,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $258,923,000 | 13 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,494,000 | 35 |
| Number of Managed Accounts | $9,489,000 | 25 |
| Number of Non-Managed Accounts | $5,005,000 | 35 |
| Total fiduciary and related assets | $791,147,725,000 | 6 |
| Managed Assets ($) | $112,226,370,000 | 6 |
| Non-managed Assets ($) | $678,921,355,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $126,003,000 | 13 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,792,000 | 38 |
| Number of Managed Accounts | $9,399,000 | 29 |
| Number of Non-Managed Accounts | $5,393,000 | 35 |
| Total fiduciary and related assets | $746,120,438,000 | 6 |
| Managed Assets ($) | $107,003,601,000 | 5 |
| Non-managed Assets ($) | $639,116,837,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $435,494,000 | 13 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,698,000 | 37 |
| Number of Managed Accounts | $9,374,000 | 26 |
| Number of Non-Managed Accounts | $5,324,000 | 34 |
| Total fiduciary and related assets | $725,696,378,000 | 7 |
| Managed Assets ($) | $106,526,882,000 | 6 |
| Non-managed Assets ($) | $619,169,496,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $318,915,000 | 14 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,587,000 | 36 |
| Number of Managed Accounts | $9,300,000 | 25 |
| Number of Non-Managed Accounts | $5,287,000 | 34 |
| Total fiduciary and related assets | $672,617,612,000 | 7 |
| Managed Assets ($) | $94,978,175,000 | 8 |
| Non-managed Assets ($) | $577,639,437,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $207,581,000 | 14 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,368,000 | 39 |
| Number of Managed Accounts | $9,205,000 | 26 |
| Number of Non-Managed Accounts | $5,163,000 | 35 |
| Total fiduciary and related assets | $645,501,658,000 | 7 |
| Managed Assets ($) | $91,102,187,000 | 8 |
| Non-managed Assets ($) | $554,399,471,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $103,396,000 | 15 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,838,000 | 41 |
| Number of Managed Accounts | $8,643,000 | 27 |
| Number of Non-Managed Accounts | $5,195,000 | 38 |
| Total fiduciary and related assets | $664,655,028,000 | 7 |
| Managed Assets ($) | $89,560,341,000 | 9 |
| Non-managed Assets ($) | $575,094,687,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $361,860,000 | 14 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,982,000 | 39 |
| Number of Managed Accounts | $8,816,000 | 26 |
| Number of Non-Managed Accounts | $5,166,000 | 34 |
| Total fiduciary and related assets | $616,457,278,000 | 7 |
| Managed Assets ($) | $75,081,733,000 | 10 |
| Non-managed Assets ($) | $541,375,545,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $266,951,000 | 13 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,296,000 | 39 |
| Number of Managed Accounts | $8,273,000 | 27 |
| Number of Non-Managed Accounts | $5,023,000 | 35 |
| Total fiduciary and related assets | $609,422,129,000 | 7 |
| Managed Assets ($) | $72,567,712,000 | 9 |
| Non-managed Assets ($) | $536,854,417,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $179,531,000 | 14 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,485,000 | 38 |
| Number of Managed Accounts | $8,487,000 | 28 |
| Number of Non-Managed Accounts | $4,998,000 | 36 |
| Total fiduciary and related assets | $616,889,210,000 | 7 |
| Managed Assets ($) | $73,860,582,000 | 9 |
| Non-managed Assets ($) | $543,028,628,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $89,068,000 | 16 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,811,000 | 40 |
| Number of Managed Accounts | $8,195,000 | 31 |
| Number of Non-Managed Accounts | $4,616,000 | 40 |
| Total fiduciary and related assets | $595,476,667,000 | 7 |
| Managed Assets ($) | $70,096,783,000 | 9 |
| Non-managed Assets ($) | $525,379,884,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $298,874,000 | 17 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,778,000 | 38 |
| Number of Managed Accounts | $8,151,000 | 29 |
| Number of Non-Managed Accounts | $4,627,000 | 38 |
| Total fiduciary and related assets | $552,366,114,000 | 7 |
| Managed Assets ($) | $61,673,203,000 | 10 |
| Non-managed Assets ($) | $490,692,911,000 | 6 |
| Memoranda | ||
| Gross Fiduciary activities income | $214,786,000 | 17 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,751,000 | 39 |
| Number of Managed Accounts | $8,088,000 | 28 |
| Number of Non-Managed Accounts | $4,663,000 | 40 |
| Total fiduciary and related assets | $520,210,267,000 | 7 |
| Managed Assets ($) | $54,133,487,000 | 14 |
| Non-managed Assets ($) | $466,076,780,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $136,073,000 | 18 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,339,000 | 44 |
| Number of Managed Accounts | $7,331,000 | 31 |
| Number of Non-Managed Accounts | $4,008,000 | 43 |
| Total fiduciary and related assets | $459,021,000,000 | 7 |
| Managed Assets ($) | $42,135,576,000 | 18 |
| Non-managed Assets ($) | $416,885,424,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $65,470,000 | 19 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $11,380,000 | 43 |
| Number of Managed Accounts | $7,336,000 | 32 |
| Number of Non-Managed Accounts | $4,044,000 | 45 |
| Total fiduciary and related assets | $471,639,414,000 | 7 |
| Managed Assets ($) | $42,693,150,000 | 18 |
| Non-managed Assets ($) | $428,946,264,000 | 7 |
| Memoranda | ||
| Gross Fiduciary activities income | $314,214,000 | 14 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,845,000 | 38 |
| Number of Managed Accounts | $7,314,000 | 31 |
| Number of Non-Managed Accounts | $5,531,000 | 32 |
| Total fiduciary and related assets | $655,819,796,000 | 6 |
| Managed Assets ($) | $41,477,928,000 | 18 |
| Non-managed Assets ($) | $614,341,868,000 | 5 |
| Memoranda | ||
| Gross Fiduciary activities income | $290,740,000 | 17 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $319,311,000 | 18 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $279,433,000 | 19 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $170,256,000 | 25 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $154,041,000 | 22 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $128,391,000 | 18 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $124,952,000 | 18 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $140,869,000 | 16 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $73,529,000 | 31 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $112,113,000 | 14 |