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People's United Bank, Fiduciary and Related Services

2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,319,00064
Number of Managed Accounts$3,256,00067
Number of Non-Managed Accounts$1,063,00062
Total fiduciary and related assets$5,742,827,00072
Managed Assets ($)$3,587,506,00072
Non-managed Assets ($)$2,155,321,00067
Memoranda
Gross Fiduciary activities income$20,888,00057
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,330,00064
Number of Managed Accounts$3,233,00067
Number of Non-Managed Accounts$1,097,00061
Total fiduciary and related assets$5,539,059,00075
Managed Assets ($)$3,523,900,00072
Non-managed Assets ($)$2,015,159,00069
Memoranda
Gross Fiduciary activities income$10,009,00057
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,368,00067
Number of Managed Accounts$3,248,00067
Number of Non-Managed Accounts$1,120,00061
Total fiduciary and related assets$5,270,451,00073
Managed Assets ($)$3,235,712,00071
Non-managed Assets ($)$2,034,739,00066
Memoranda
Gross Fiduciary activities income$41,671,00055
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$4,672,00063
Number of Managed Accounts$3,409,00061
Number of Non-Managed Accounts$1,263,00054
Total fiduciary and related assets$5,885,997,00070
Managed Assets ($)$3,764,160,00064
Non-managed Assets ($)$2,121,837,00066
Memoranda
Gross Fiduciary activities income$31,583,00055
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,034,00060
Number of Managed Accounts$3,657,00057
Number of Non-Managed Accounts$1,377,00051
Total fiduciary and related assets$6,792,087,00067
Managed Assets ($)$4,498,328,00053
Non-managed Assets ($)$2,293,759,00064
Memoranda
Gross Fiduciary activities income$21,332,00055
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,789,00051
Number of Managed Accounts$4,364,00049
Number of Non-Managed Accounts$1,425,00052
Total fiduciary and related assets$7,725,269,00063
Managed Assets ($)$5,320,194,00050
Non-managed Assets ($)$2,405,075,00066
Memoranda
Gross Fiduciary activities income$10,342,00056
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,852,00052
Number of Managed Accounts$4,432,00049
Number of Non-Managed Accounts$1,420,00056
Total fiduciary and related assets$7,837,792,00063
Managed Assets ($)$5,358,831,00050
Non-managed Assets ($)$2,478,961,00066
Memoranda
Gross Fiduciary activities income$40,242,00055
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,844,00052
Number of Managed Accounts$4,463,00049
Number of Non-Managed Accounts$1,381,00054
Total fiduciary and related assets$7,706,917,00062
Managed Assets ($)$5,260,500,00050
Non-managed Assets ($)$2,446,417,00065
Memoranda
Gross Fiduciary activities income$30,045,00055
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,871,00051
Number of Managed Accounts$4,462,00048
Number of Non-Managed Accounts$1,409,00052
Total fiduciary and related assets$7,654,431,00061
Managed Assets ($)$5,039,154,00051
Non-managed Assets ($)$2,615,277,00063
Memoranda
Gross Fiduciary activities income$19,993,00054
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,895,00051
Number of Managed Accounts$4,469,00048
Number of Non-Managed Accounts$1,426,00052
Total fiduciary and related assets$7,226,176,00061
Managed Assets ($)$4,879,965,00052
Non-managed Assets ($)$2,346,211,00065
Memoranda
Gross Fiduciary activities income$9,559,00054
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,910,00053
Number of Managed Accounts$4,515,00046
Number of Non-Managed Accounts$1,395,00054
Total fiduciary and related assets$7,081,233,00061
Managed Assets ($)$4,749,470,00051
Non-managed Assets ($)$2,331,763,00065
Memoranda
Gross Fiduciary activities income$37,108,00056
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,999,00049
Number of Managed Accounts$4,562,00046
Number of Non-Managed Accounts$1,437,00052
Total fiduciary and related assets$6,988,301,00061
Managed Assets ($)$4,578,165,00051
Non-managed Assets ($)$2,410,136,00064
Memoranda
Gross Fiduciary activities income$27,782,00056
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,044,00048
Number of Managed Accounts$4,569,00046
Number of Non-Managed Accounts$1,475,00051
Total fiduciary and related assets$6,863,352,00061
Managed Assets ($)$4,466,743,00052
Non-managed Assets ($)$2,396,609,00064
Memoranda
Gross Fiduciary activities income$18,463,00057
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,028,00048
Number of Managed Accounts$4,569,00046
Number of Non-Managed Accounts$1,459,00050
Total fiduciary and related assets$6,839,406,00062
Managed Assets ($)$4,505,961,00052
Non-managed Assets ($)$2,333,445,00064
Memoranda
Gross Fiduciary activities income$8,740,00057
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,108,00046
Number of Managed Accounts$4,581,00044
Number of Non-Managed Accounts$1,527,00051
Total fiduciary and related assets$7,097,067,00061
Managed Assets ($)$4,467,347,00051
Non-managed Assets ($)$2,629,720,00059
Memoranda
Gross Fiduciary activities income$35,788,00058
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,143,00045
Number of Managed Accounts$4,598,00041
Number of Non-Managed Accounts$1,545,00048
Total fiduciary and related assets$6,838,412,00061
Managed Assets ($)$4,264,719,00052
Non-managed Assets ($)$2,573,693,00060
Memoranda
Gross Fiduciary activities income$26,958,00057
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,231,00046
Number of Managed Accounts$4,584,00042
Number of Non-Managed Accounts$1,647,00048
Total fiduciary and related assets$7,251,606,00061
Managed Assets ($)$4,468,040,00055
Non-managed Assets ($)$2,783,566,00059
Memoranda
Gross Fiduciary activities income$18,279,00059
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,316,00046
Number of Managed Accounts$4,627,00041
Number of Non-Managed Accounts$1,689,00049
Total fiduciary and related assets$10,191,181,00055
Managed Assets ($)$4,538,291,00054
Non-managed Assets ($)$5,652,890,00046
Memoranda
Gross Fiduciary activities income$8,718,00059
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,444,00047
Number of Managed Accounts$4,643,00040
Number of Non-Managed Accounts$1,801,00051
Total fiduciary and related assets$10,872,009,00054
Managed Assets ($)$4,430,067,00053
Non-managed Assets ($)$6,441,942,00043
Memoranda
Gross Fiduciary activities income$34,378,00059
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,425,00044
Number of Managed Accounts$4,668,00037
Number of Non-Managed Accounts$1,757,00049
Total fiduciary and related assets$10,768,563,00054
Managed Assets ($)$4,361,819,00054
Non-managed Assets ($)$6,406,744,00044
Memoranda
Gross Fiduciary activities income$25,726,00058
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,404,00043
Number of Managed Accounts$4,685,00036
Number of Non-Managed Accounts$1,719,00049
Total fiduciary and related assets$10,758,097,00054
Managed Assets ($)$4,435,583,00053
Non-managed Assets ($)$6,322,514,00042
Memoranda
Gross Fiduciary activities income$16,994,00058
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,271,00045
Number of Managed Accounts$4,522,00038
Number of Non-Managed Accounts$1,749,00051
Total fiduciary and related assets$8,846,987,00057
Managed Assets ($)$4,093,064,00054
Non-managed Assets ($)$4,753,923,00044
Memoranda
Gross Fiduciary activities income$7,920,00059
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,270,00045
Number of Managed Accounts$4,559,00038
Number of Non-Managed Accounts$1,711,00055
Total fiduciary and related assets$8,946,934,00056
Managed Assets ($)$4,186,470,00053
Non-managed Assets ($)$4,760,464,00044
Memoranda
Gross Fiduciary activities income$31,037,00058
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,276,00046
Number of Managed Accounts$4,599,00038
Number of Non-Managed Accounts$1,677,00050
Total fiduciary and related assets$8,505,890,00056
Managed Assets ($)$3,996,715,00053
Non-managed Assets ($)$4,509,175,00044
Memoranda
Gross Fiduciary activities income$23,087,00060
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,282,00046
Number of Managed Accounts$4,595,00037
Number of Non-Managed Accounts$1,687,00051
Total fiduciary and related assets$8,339,476,00058
Managed Assets ($)$3,846,110,00054
Non-managed Assets ($)$4,493,366,00044
Memoranda
Gross Fiduciary activities income$15,487,00059
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,312,00046
Number of Managed Accounts$4,554,00037
Number of Non-Managed Accounts$1,758,00053
Total fiduciary and related assets$8,279,590,00058
Managed Assets ($)$3,756,157,00054
Non-managed Assets ($)$4,523,433,00044
Memoranda
Gross Fiduciary activities income$7,303,00060
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,455,00043
Number of Managed Accounts$4,690,00036
Number of Non-Managed Accounts$1,765,00055
Total fiduciary and related assets$9,003,824,00053
Managed Assets ($)$3,641,486,00054
Non-managed Assets ($)$5,362,338,00042
Memoranda
Gross Fiduciary activities income$29,349,00059
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,580,00041
Number of Managed Accounts$4,744,00034
Number of Non-Managed Accounts$1,836,00049
Total fiduciary and related assets$9,432,809,00052
Managed Assets ($)$3,631,700,00052
Non-managed Assets ($)$5,801,109,00041
Memoranda
Gross Fiduciary activities income$21,860,00060
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,639,00043
Number of Managed Accounts$4,763,00036
Number of Non-Managed Accounts$1,876,00052
Total fiduciary and related assets$9,324,613,00052
Managed Assets ($)$3,541,834,00052
Non-managed Assets ($)$5,782,779,00042
Memoranda
Gross Fiduciary activities income$14,658,00059
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,737,00044
Number of Managed Accounts$4,806,00036
Number of Non-Managed Accounts$1,931,00049
Total fiduciary and related assets$9,397,555,00052
Managed Assets ($)$3,564,792,00052
Non-managed Assets ($)$5,832,763,00042
Memoranda
Gross Fiduciary activities income$7,011,00061
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,855,00043
Number of Managed Accounts$4,967,00033
Number of Non-Managed Accounts$1,888,00051
Total fiduciary and related assets$9,026,545,00052
Managed Assets ($)$3,433,035,00052
Non-managed Assets ($)$5,593,510,00042
Memoranda
Gross Fiduciary activities incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,006,00044
Number of Managed Accounts$5,033,00035
Number of Non-Managed Accounts$1,973,00047
Total fiduciary and related assets$8,728,431,00054
Managed Assets ($)$3,306,124,00055
Non-managed Assets ($)$5,422,307,00043
Memoranda
Gross Fiduciary activities incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,708,00045
Number of Managed Accounts$4,725,00037
Number of Non-Managed Accounts$1,983,00049
Total fiduciary and related assets$9,262,211,00055
Managed Assets ($)$3,445,582,00059
Non-managed Assets ($)$5,816,629,00044
Memoranda
Gross Fiduciary activities incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,777,00043
Number of Managed Accounts$4,782,00036
Number of Non-Managed Accounts$1,995,00050
Total fiduciary and related assets$9,385,051,00053
Managed Assets ($)$3,509,658,00056
Non-managed Assets ($)$5,875,393,00044
Memoranda
Gross Fiduciary activities incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,070,00045
Number of Managed Accounts$4,908,00036
Number of Non-Managed Accounts$2,162,00050
Total fiduciary and related assets$9,500,130,00053
Managed Assets ($)$3,461,679,00057
Non-managed Assets ($)$6,038,451,00043
Memoranda
Gross Fiduciary activities incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,059,00043
Number of Managed Accounts$4,866,00035
Number of Non-Managed Accounts$2,193,00045
Total fiduciary and related assets$9,468,294,00053
Managed Assets ($)$3,358,121,00056
Non-managed Assets ($)$6,110,173,00042
Memoranda
Gross Fiduciary activities incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,177,00045
Number of Managed Accounts$5,108,00033
Number of Non-Managed Accounts$2,069,00047
Total fiduciary and related assets$9,233,528,00053
Managed Assets ($)$3,269,825,00054
Non-managed Assets ($)$5,963,703,00041
Memoranda
Gross Fiduciary activities incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$5,933,00049
Number of Managed Accounts$3,988,00040
Number of Non-Managed Accounts$1,945,00049
Total fiduciary and related assets$9,570,081,00053
Managed Assets ($)$3,437,182,00054
Non-managed Assets ($)$6,132,899,00041
Memoranda
Gross Fiduciary activities incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$6,127,00052
Number of Managed Accounts$4,034,00042
Number of Non-Managed Accounts$2,093,00051
Total fiduciary and related assets$8,924,834,00056
Managed Assets ($)$3,065,927,00059
Non-managed Assets ($)$5,858,907,00044
Memoranda
Gross Fiduciary activities incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,233,00049
Number of Managed Accounts$5,047,00034
Number of Non-Managed Accounts$2,186,00049
Total fiduciary and related assets$9,302,790,00057
Managed Assets ($)$3,282,534,00059
Non-managed Assets ($)$6,020,256,00043
Memoranda
Gross Fiduciary activities incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,206,00050
Number of Managed Accounts$5,160,00037
Number of Non-Managed Accounts$2,046,00049
Total fiduciary and related assets$9,390,452,00058
Managed Assets ($)$3,122,200,00059
Non-managed Assets ($)$6,268,252,00042
Memoranda
Gross Fiduciary activities incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,369,00049
Number of Managed Accounts$5,261,00037
Number of Non-Managed Accounts$2,108,00046
Total fiduciary and related assets$9,264,191,00055
Managed Assets ($)$2,948,252,00059
Non-managed Assets ($)$6,315,939,00041
Memoranda
Gross Fiduciary activities incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,496,00050
Number of Managed Accounts$5,360,00036
Number of Non-Managed Accounts$2,136,00054
Total fiduciary and related assets$9,943,993,00057
Managed Assets ($)$3,118,099,00059
Non-managed Assets ($)$6,825,894,00042
Memoranda
Gross Fiduciary activities incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,512,00049
Number of Managed Accounts$5,408,00036
Number of Non-Managed Accounts$2,104,00049
Total fiduciary and related assets$10,339,069,00058
Managed Assets ($)$3,374,296,00059
Non-managed Assets ($)$6,964,773,00042
Memoranda
Gross Fiduciary activities incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,599,00051
Number of Managed Accounts$5,433,00037
Number of Non-Managed Accounts$2,166,00050
Total fiduciary and related assets$10,756,824,00062
Managed Assets ($)$3,564,030,00061
Non-managed Assets ($)$7,192,794,00046
Memoranda
Gross Fiduciary activities incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$7,509,00048
Number of Managed Accounts$5,421,00035
Number of Non-Managed Accounts$2,088,00049
Total fiduciary and related assets$10,912,091,00057
Managed Assets ($)$3,681,798,00059
Non-managed Assets ($)$7,230,293,00045
Memoranda
Gross Fiduciary activities incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$984,000231
Number of Managed Accounts$889,000180
Number of Non-Managed Accounts$95,000374
Total fiduciary and related assets$1,881,889,000123
Managed Assets ($)$1,236,767,000112
Non-managed Assets ($)$645,122,000120
Memoranda
Gross Fiduciary activities incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$990,000207
Number of Managed Accounts$895,000169
Number of Non-Managed Accounts$95,000222
Total fiduciary and related assets$1,894,969,000124
Managed Assets ($)$1,251,114,000112
Non-managed Assets ($)$643,855,000118
Memoranda
Gross Fiduciary activities incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$993,000206
Number of Managed Accounts$898,000168
Number of Non-Managed Accounts$95,000228
Total fiduciary and related assets$1,859,242,000130
Managed Assets ($)$1,221,707,000117
Non-managed Assets ($)$637,535,000127
Memoranda
Gross Fiduciary activities incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,006,000200
Number of Managed Accounts$910,000164
Number of Non-Managed Accounts$96,000234
Total fiduciary and related assets$1,788,014,000131
Managed Assets ($)$1,162,365,000122
Non-managed Assets ($)$625,649,000128
Memoranda
Gross Fiduciary activities incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,033,000211
Number of Managed Accounts$936,000165
Number of Non-Managed Accounts$97,000378
Total fiduciary and related assets$1,758,719,000130
Managed Assets ($)$1,138,394,000120
Non-managed Assets ($)$620,325,000125
Memoranda
Gross Fiduciary activities income$3,127,000196
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,044,000197
Number of Managed Accounts$945,000163
Number of Non-Managed Accounts$99,000233
Total fiduciary and related assets$1,718,011,000135
Managed Assets ($)$1,118,479,000123
Non-managed Assets ($)$599,532,000125
Memoranda
Gross Fiduciary activities income$3,127,000183
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,034,000203
Number of Managed Accounts$938,000170
Number of Non-Managed Accounts$96,000239
Total fiduciary and related assets$1,548,757,000146
Managed Assets ($)$978,051,000131
Non-managed Assets ($)$570,706,000132
Memoranda
Gross Fiduciary activities income$3,127,000144
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,044,000200
Number of Managed Accounts$939,000168
Number of Non-Managed Accounts$105,000238
Total fiduciary and related assets$1,600,275,000145
Managed Assets ($)$1,026,887,000127
Non-managed Assets ($)$573,388,000132
Memoranda
Gross Fiduciary activities income$1,553,000140
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,068,000208
Number of Managed Accounts$960,000169
Number of Non-Managed Accounts$108,000359
Total fiduciary and related assets$1,553,337,000143
Managed Assets ($)$995,116,000129
Non-managed Assets ($)$558,221,000132
Memoranda
Gross Fiduciary activities income$6,171,000136
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,100,000185
Number of Managed Accounts$989,000156
Number of Non-Managed Accounts$111,000230
Total fiduciary and related assets$1,527,643,000144
Managed Assets ($)$974,455,000125
Non-managed Assets ($)$553,188,000135
Memoranda
Gross Fiduciary activities income$4,633,000137
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,158,000180
Number of Managed Accounts$1,045,000153
Number of Non-Managed Accounts$113,000235
Total fiduciary and related assets$1,487,421,000140
Managed Assets ($)$954,786,000123
Non-managed Assets ($)$532,635,000130
Memoranda
Gross Fiduciary activities income$3,141,000136
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,165,000182
Number of Managed Accounts$1,053,000150
Number of Non-Managed Accounts$112,000239
Total fiduciary and related assets$1,470,777,000146
Managed Assets ($)$948,005,000127
Non-managed Assets ($)$522,772,000137
Memoranda
Gross Fiduciary activities income$1,600,000139
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,174,000193
Number of Managed Accounts$1,051,000152
Number of Non-Managed Accounts$123,000361
Total fiduciary and related assets$1,504,013,000146
Managed Assets ($)$972,970,000123
Non-managed Assets ($)$531,043,000139
Memoranda
Gross Fiduciary activities income$6,089,000134
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,169,000182
Number of Managed Accounts$1,044,000152
Number of Non-Managed Accounts$125,000235
Total fiduciary and related assets$1,441,732,000149
Managed Assets ($)$932,108,000129
Non-managed Assets ($)$509,624,000141
Memoranda
Gross Fiduciary activities income$4,541,000133
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,182,000181
Number of Managed Accounts$1,055,000152
Number of Non-Managed Accounts$127,000240
Total fiduciary and related assets$1,455,899,000147
Managed Assets ($)$930,733,000126
Non-managed Assets ($)$525,166,000140
Memoranda
Gross Fiduciary activities income$3,006,000136
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,186,000178
Number of Managed Accounts$1,073,000148
Number of Non-Managed Accounts$113,000250
Total fiduciary and related assets$1,397,275,000151
Managed Assets ($)$938,487,000126
Non-managed Assets ($)$458,788,000142
Memoranda
Gross Fiduciary activities income$1,497,000137
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,173,000199
Number of Managed Accounts$1,060,000156
Number of Non-Managed Accounts$113,000402
Total fiduciary and related assets$1,360,677,000158
Managed Assets ($)$922,282,000132
Non-managed Assets ($)$438,395,000152
Memoranda
Gross Fiduciary activities income$5,517,000143
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,132,000195
Number of Managed Accounts$1,021,000158
Number of Non-Managed Accounts$111,000267
Total fiduciary and related assets$1,306,804,000162
Managed Assets ($)$889,530,000138
Non-managed Assets ($)$417,274,000157
Memoranda
Gross Fiduciary activities income$4,071,000151
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,138,000196
Number of Managed Accounts$1,026,000160
Number of Non-Managed Accounts$112,000273
Total fiduciary and related assets$1,283,247,000166
Managed Assets ($)$873,121,000138
Non-managed Assets ($)$410,126,000159
Memoranda
Gross Fiduciary activities income$2,673,000158
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,145,000205
Number of Managed Accounts$1,034,000164
Number of Non-Managed Accounts$111,000278
Total fiduciary and related assets$1,183,085,000171
Managed Assets ($)$808,497,000146
Non-managed Assets ($)$374,588,000166
Memoranda
Gross Fiduciary activities income$1,330,000162
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,127,000224
Number of Managed Accounts$1,013,000177
Number of Non-Managed Accounts$114,000399
Total fiduciary and related assets$1,185,694,000171
Managed Assets ($)$806,063,000145
Non-managed Assets ($)$379,631,000169
Memoranda
Gross Fiduciary activities income$5,473,000155
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$1,099,000211
Number of Managed Accounts$975,000166
Number of Non-Managed Accounts$124,000371
Total fiduciary and related assets$1,282,938,000154
Managed Assets ($)$833,579,000140
Non-managed Assets ($)$449,359,000146
Memoranda
Gross Fiduciary activities income$5,845,000149
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$5,760,000153
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$4,933,000193
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$4,056,000215
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$3,361,000241
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,896,000291
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,460,000336
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$2,034,000364
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,922,000392
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Fiduciary and related services
Number of Fiduciary Accounts and Related Asset Accounts$01
Number of Managed AccountsNANA
Number of Non-Managed AccountsNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Non-managed Assets ($)NANA
Memoranda
Gross Fiduciary activities income$1,923,000392