Home > Mercantile-Safe Deposit and Trust Company > Total Fiduciary and Related Assets
Mercantile-Safe Deposit and Trust Company, Total Fiduciary and Related Assets
2007-06-30 | 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 | $31,303,743,000 | 35 |
Managed Assets ($) | $17,369,955,000 | 30 |
Personal trust and agency accounts, managed assets | $6,074,210,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $120,037,000 | 65 |
Employee benefit-defined benefit accounts, managed assets | $3,529,761,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $222,518,000 | 45 |
Corporate trust and agency accounts, managed assets | $0 | 105 |
Investment management and investment advisory agency accounts, managed assets | $7,423,429,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 124 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,933,788,000 | 35 |
Personal trust and agency accounts, non-managed assets | $97,339,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $685,988,000 | 52 |
Employee benefit-defined benefit accounts, non-managed Assets | $12,893,694,000 | 16 |
Other retirement accounts, non-managed assets | $256,767,000 | 42 |
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 | $10,073,382,000 | 52 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $30,370,540,000 | 35 |
Managed Assets ($) | $16,871,979,000 | 29 |
Personal trust and agency accounts, managed assets | $5,930,969,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $116,720,000 | 72 |
Employee benefit-defined benefit accounts, managed assets | $3,369,527,000 | 15 |
Other employee benefit and retirement-related accounts, managed assets | $219,415,000 | 44 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $7,235,348,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 119 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,498,561,000 | 36 |
Personal trust and agency accounts, non-managed assets | $103,080,000 | 94 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $649,887,000 | 53 |
Employee benefit-defined benefit accounts, non-managed Assets | $12,495,867,000 | 16 |
Other retirement accounts, non-managed assets | $249,727,000 | 43 |
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 | $9,819,327,000 | 52 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $29,846,253,000 | 34 |
Managed Assets ($) | $16,607,576,000 | 29 |
Personal trust and agency accounts, managed assets | $5,953,370,000 | 25 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $118,356,000 | 72 |
Employee benefit-defined benefit accounts, managed assets | $3,258,709,000 | 16 |
Other employee benefit and retirement-related accounts, managed assets | $235,826,000 | 40 |
Corporate trust and agency accounts, managed assets | $0 | 276 |
Investment management and investment advisory agency accounts, managed assets | $7,041,315,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 286 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,238,677,000 | 35 |
Personal trust and agency accounts, non-managed assets | $91,383,000 | 101 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $644,469,000 | 53 |
Employee benefit-defined benefit accounts, non-managed Assets | $12,258,795,000 | 15 |
Other retirement accounts, non-managed assets | $244,030,000 | 41 |
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 | $9,085,251,000 | 53 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $28,421,525,000 | 35 |
Managed Assets ($) | $15,960,725,000 | 29 |
Personal trust and agency accounts, managed assets | $5,672,657,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $117,728,000 | 72 |
Employee benefit-defined benefit accounts, managed assets | $3,068,393,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $203,214,000 | 49 |
Corporate trust and agency accounts, managed assets | $0 | 100 |
Investment management and investment advisory agency accounts, managed assets | $6,898,733,000 | 29 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 121 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $12,460,800,000 | 37 |
Personal trust and agency accounts, non-managed assets | $104,927,000 | 92 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $610,501,000 | 54 |
Employee benefit-defined benefit accounts, non-managed Assets | $11,511,244,000 | 15 |
Other retirement accounts, non-managed assets | $234,128,000 | 42 |
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 | $8,611,272,000 | 54 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $34,227,006,000 | 33 |
Managed Assets ($) | $15,493,806,000 | 28 |
Personal trust and agency accounts, managed assets | $5,515,994,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $115,747,000 | 71 |
Employee benefit-defined benefit accounts, managed assets | $3,196,005,000 | 16 |
Other employee benefit and retirement-related accounts, managed assets | $200,266,000 | 51 |
Corporate trust and agency accounts, managed assets | $0 | 106 |
Investment management and investment advisory agency accounts, managed assets | $6,465,794,000 | 27 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 129 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,733,200,000 | 27 |
Personal trust and agency accounts, non-managed assets | $101,238,000 | 98 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $590,314,000 | 60 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,807,105,000 | 13 |
Other retirement accounts, non-managed assets | $234,543,000 | 45 |
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 | $8,344,788,000 | 54 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $34,650,188,000 | 33 |
Managed Assets ($) | $15,705,899,000 | 27 |
Personal trust and agency accounts, managed assets | $5,737,704,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $118,568,000 | 69 |
Employee benefit-defined benefit accounts, managed assets | $3,123,379,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $209,846,000 | 49 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $6,516,402,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 137 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,944,289,000 | 26 |
Personal trust and agency accounts, non-managed assets | $89,137,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $596,232,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $18,019,030,000 | 11 |
Other retirement accounts, non-managed assets | $239,890,000 | 42 |
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 | $8,479,055,000 | 54 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $33,963,503,000 | 34 |
Managed Assets ($) | $15,460,615,000 | 29 |
Personal trust and agency accounts, managed assets | $5,570,033,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $116,680,000 | 70 |
Employee benefit-defined benefit accounts, managed assets | $2,959,819,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $210,754,000 | 50 |
Corporate trust and agency accounts, managed assets | $0 | 299 |
Investment management and investment advisory agency accounts, managed assets | $6,603,329,000 | 25 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 314 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,502,888,000 | 26 |
Personal trust and agency accounts, non-managed assets | $85,219,000 | 113 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $573,029,000 | 61 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,614,461,000 | 11 |
Other retirement accounts, non-managed assets | $230,179,000 | 42 |
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 | $8,180,294,000 | 53 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $33,933,331,000 | 34 |
Managed Assets ($) | $15,963,567,000 | 28 |
Personal trust and agency accounts, managed assets | $5,608,513,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $118,046,000 | 71 |
Employee benefit-defined benefit accounts, managed assets | $3,105,765,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $217,149,000 | 47 |
Corporate trust and agency accounts, managed assets | $0 | 110 |
Investment management and investment advisory agency accounts, managed assets | $6,914,094,000 | 26 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 134 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $17,969,764,000 | 27 |
Personal trust and agency accounts, non-managed assets | $87,579,000 | 105 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $547,510,000 | 61 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,115,351,000 | 13 |
Other retirement accounts, non-managed assets | $219,324,000 | 43 |
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 | $7,932,196,000 | 53 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $33,468,769,000 | 33 |
Managed Assets ($) | $15,150,385,000 | 29 |
Personal trust and agency accounts, managed assets | $5,542,989,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $115,643,000 | 71 |
Employee benefit-defined benefit accounts, managed assets | $3,047,483,000 | 16 |
Other employee benefit and retirement-related accounts, managed assets | $212,347,000 | 46 |
Corporate trust and agency accounts, managed assets | $0 | 114 |
Investment management and investment advisory agency accounts, managed assets | $6,231,923,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 139 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,318,384,000 | 27 |
Personal trust and agency accounts, non-managed assets | $91,159,000 | 100 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $529,604,000 | 59 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,365,257,000 | 13 |
Other retirement accounts, non-managed assets | $332,364,000 | 34 |
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 | $10,215,732,000 | 49 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $33,468,441,000 | 35 |
Managed Assets ($) | $15,399,873,000 | 31 |
Personal trust and agency accounts, managed assets | $5,620,467,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $115,664,000 | 75 |
Employee benefit-defined benefit accounts, managed assets | $3,077,230,000 | 17 |
Other employee benefit and retirement-related accounts, managed assets | $210,617,000 | 47 |
Corporate trust and agency accounts, managed assets | $0 | 116 |
Investment management and investment advisory agency accounts, managed assets | $6,375,895,000 | 28 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 142 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $18,068,568,000 | 30 |
Personal trust and agency accounts, non-managed assets | $89,158,000 | 107 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $520,084,000 | 63 |
Employee benefit-defined benefit accounts, non-managed Assets | $17,258,537,000 | 12 |
Other retirement accounts, non-managed assets | $200,789,000 | 46 |
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 | $9,910,096,000 | 51 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $33,607,928,000 | 36 |
Managed Assets ($) | $16,208,118,000 | 30 |
Personal trust and agency accounts, managed assets | $5,721,252,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $114,853,000 | 79 |
Employee benefit-defined benefit accounts, managed assets | $5,925,759,000 | 11 |
Other employee benefit and retirement-related accounts, managed assets | $212,273,000 | 47 |
Corporate trust and agency accounts, managed assets | $0 | 309 |
Investment management and investment advisory agency accounts, managed assets | $4,233,981,000 | 38 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 332 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $17,399,810,000 | 32 |
Personal trust and agency accounts, non-managed assets | $271,478,000 | 66 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $268,569,000 | 84 |
Employee benefit-defined benefit accounts, non-managed Assets | $16,686,896,000 | 13 |
Other retirement accounts, non-managed assets | $172,867,000 | 53 |
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 | $9,442,606,000 | 51 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $32,520,440,000 | 36 |
Managed Assets ($) | $15,807,598,000 | 30 |
Personal trust and agency accounts, managed assets | $5,438,321,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $110,183,000 | 77 |
Employee benefit-defined benefit accounts, managed assets | $6,059,398,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $207,170,000 | 47 |
Corporate trust and agency accounts, managed assets | $0 | 107 |
Investment management and investment advisory agency accounts, managed assets | $3,992,526,000 | 40 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 125 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $16,712,842,000 | 33 |
Personal trust and agency accounts, non-managed assets | $300,044,000 | 59 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $251,537,000 | 89 |
Employee benefit-defined benefit accounts, non-managed Assets | $15,987,186,000 | 14 |
Other retirement accounts, non-managed assets | $174,075,000 | 50 |
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 | $9,400,985,000 | 53 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $31,700,698,000 | 35 |
Managed Assets ($) | $15,367,532,000 | 31 |
Personal trust and agency accounts, managed assets | $5,538,652,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $111,656,000 | 79 |
Employee benefit-defined benefit accounts, managed assets | $5,459,450,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $207,858,000 | 46 |
Corporate trust and agency accounts, managed assets | $0 | 113 |
Investment management and investment advisory agency accounts, managed assets | $4,049,916,000 | 40 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 126 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $16,333,166,000 | 32 |
Personal trust and agency accounts, non-managed assets | $283,531,000 | 64 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $257,841,000 | 89 |
Employee benefit-defined benefit accounts, non-managed Assets | $15,621,312,000 | 13 |
Other retirement accounts, non-managed assets | $170,482,000 | 51 |
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 | $9,472,512,000 | 54 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $32,272,375,000 | 35 |
Managed Assets ($) | $15,753,062,000 | 31 |
Personal trust and agency accounts, managed assets | $5,656,891,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $114,153,000 | 82 |
Employee benefit-defined benefit accounts, managed assets | $5,739,098,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $204,702,000 | 48 |
Corporate trust and agency accounts, managed assets | $0 | 109 |
Investment management and investment advisory agency accounts, managed assets | $4,038,218,000 | 39 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 128 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $16,519,313,000 | 32 |
Personal trust and agency accounts, non-managed assets | $285,029,000 | 61 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $256,921,000 | 88 |
Employee benefit-defined benefit accounts, non-managed Assets | $15,797,570,000 | 14 |
Other retirement accounts, non-managed assets | $179,793,000 | 53 |
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 | $9,470,219,000 | 55 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $31,116,007,000 | 38 |
Managed Assets ($) | $15,250,359,000 | 31 |
Personal trust and agency accounts, managed assets | $5,704,221,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $104,707,000 | 83 |
Employee benefit-defined benefit accounts, managed assets | $5,310,517,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $202,139,000 | 50 |
Corporate trust and agency accounts, managed assets | $0 | 336 |
Investment management and investment advisory agency accounts, managed assets | $3,928,775,000 | 38 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 327 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $15,865,648,000 | 36 |
Personal trust and agency accounts, non-managed assets | $255,648,000 | 67 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $216,156,000 | 100 |
Employee benefit-defined benefit accounts, non-managed Assets | $15,226,025,000 | 13 |
Other retirement accounts, non-managed assets | $167,819,000 | 58 |
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 | $9,324,394,000 | 56 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $29,733,698,000 | 38 |
Managed Assets ($) | $14,975,638,000 | 31 |
Personal trust and agency accounts, managed assets | $5,368,200,000 | 30 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $94,280,000 | 92 |
Employee benefit-defined benefit accounts, managed assets | $5,625,278,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $200,636,000 | 48 |
Corporate trust and agency accounts, managed assets | $55,000 | 115 |
Investment management and investment advisory agency accounts, managed assets | $3,686,379,000 | 36 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $810,000 | 115 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $14,758,060,000 | 36 |
Personal trust and agency accounts, non-managed assets | $229,004,000 | 69 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $195,995,000 | 108 |
Employee benefit-defined benefit accounts, non-managed Assets | $14,173,558,000 | 13 |
Other retirement accounts, non-managed assets | $155,572,000 | 59 |
Corporate trust and agency accounts, non-managed assets | $3,616,000 | 146 |
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 | $315,000 | 126 |
Memoranda | ||
Custody and safekeeping accounts, non-managed assets | $8,583,163,000 | 55 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $28,860,374,000 | 38 |
Managed Assets ($) | $14,210,657,000 | 31 |
Personal trust and agency accounts, managed assets | $5,230,026,000 | 29 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $95,214,000 | 90 |
Employee benefit-defined benefit accounts, managed assets | $5,208,888,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $179,588,000 | 54 |
Corporate trust and agency accounts, managed assets | $0 | 128 |
Investment management and investment advisory agency accounts, managed assets | $3,496,941,000 | 38 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 151 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $14,649,717,000 | 36 |
Personal trust and agency accounts, non-managed assets | $197,556,000 | 71 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $188,945,000 | 105 |
Employee benefit-defined benefit accounts, non-managed Assets | $14,144,081,000 | 13 |
Other retirement accounts, non-managed assets | $119,135,000 | 66 |
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 | $8,227,308,000 | 55 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $27,400,316,000 | 36 |
Managed Assets ($) | $14,031,495,000 | 30 |
Personal trust and agency accounts, managed assets | $5,008,321,000 | 28 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $90,185,000 | 89 |
Employee benefit-defined benefit accounts, managed assets | $5,284,168,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $168,383,000 | 56 |
Corporate trust and agency accounts, managed assets | $0 | 135 |
Investment management and investment advisory agency accounts, managed assets | $3,480,438,000 | 37 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 156 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,368,821,000 | 39 |
Personal trust and agency accounts, non-managed assets | $182,217,000 | 73 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $174,033,000 | 105 |
Employee benefit-defined benefit accounts, non-managed Assets | $12,891,991,000 | 13 |
Other retirement accounts, non-managed assets | $120,580,000 | 67 |
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 | $7,630,639,000 | 56 |
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 | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $27,948,395,000 | 36 |
Managed Assets ($) | $14,339,211,000 | 29 |
Personal trust and agency accounts, managed assets | $5,140,083,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $92,421,000 | 92 |
Employee benefit-defined benefit accounts, managed assets | $5,467,998,000 | 13 |
Other employee benefit and retirement-related accounts, managed assets | $170,577,000 | 55 |
Corporate trust and agency accounts, managed assets | $0 | 371 |
Investment management and investment advisory agency accounts, managed assets | $3,468,132,000 | 37 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 349 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $13,609,184,000 | 37 |
Personal trust and agency accounts, non-managed assets | $187,476,000 | 75 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $185,838,000 | 105 |
Employee benefit-defined benefit accounts, non-managed Assets | $13,121,489,000 | 14 |
Other retirement accounts, non-managed assets | $114,381,000 | 68 |
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 | $7,712,630,000 | 57 |
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 | $1,000 | 2 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Total fiduciary and related assets | $32,931,443,000 | 32 |
Managed Assets ($) | $15,887,395,000 | 29 |
Personal trust and agency accounts, managed assets | $5,979,642,000 | 27 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, managed assets | $159,692,000 | 72 |
Employee benefit-defined benefit accounts, managed assets | $6,249,050,000 | 12 |
Other employee benefit and retirement-related accounts, managed assets | $163,809,000 | 58 |
Corporate trust and agency accounts, managed assets | $0 | 349 |
Investment management and investment advisory agency accounts, managed assets | $3,335,202,000 | 35 |
Foundation and endowment trust and agency accounts, managed assets | NA | NA |
Other fiduciary accounts, managed assets | $0 | 364 |
Memoranda | ||
Fiduciary accounts held in foreign offices, managed assets | NA | NA |
Individual retirement,health savings and similar accounts, managed assets | NA | NA |
Investments of managed fiduciary accts in advised or sponsored mutual funds | NA | NA |
Non-managed Assets ($) | $17,044,048,000 | 31 |
Personal trust and agency accounts, non-managed assets | $1,514,408,000 | 17 |
Employee benefit and retirement-related trust and agency accounts | ||
Employee benefit-defined contribution accounts, non-managed assets | $656,814,000 | 54 |
Employee benefit-defined benefit accounts, non-managed Assets | $14,745,678,000 | 13 |
Other retirement accounts, non-managed assets | $127,148,000 | 68 |
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 | $6,754,776,000 | 52 |
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 |