Home > Putnam Fiduciary Trust Company > Fiduciary and Related Services
Putnam Fiduciary Trust Company, Fiduciary and Related Services
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $908,551,000 | 3 |
| Number of Managed Accounts | $1,016,000 | 150 |
| Number of Non-Managed Accounts | $907,535,000 | 3 |
| Total fiduciary and related assets | $16,645,098,000 | 41 |
| Managed Assets ($) | $8,371,252,000 | 37 |
| Non-managed Assets ($) | $8,273,846,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $34,140,000 | 46 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,002,217,000 | 3 |
| Number of Managed Accounts | $971,000 | 152 |
| Number of Non-Managed Accounts | $1,001,246,000 | 3 |
| Total fiduciary and related assets | $17,249,152,000 | 41 |
| Managed Assets ($) | $9,231,033,000 | 37 |
| Non-managed Assets ($) | $8,018,119,000 | 40 |
| Memoranda | ||
| Gross Fiduciary activities income | $24,605,000 | 47 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,002,238,000 | 3 |
| Number of Managed Accounts | $997,000 | 151 |
| Number of Non-Managed Accounts | $1,001,241,000 | 3 |
| Total fiduciary and related assets | $14,201,683,000 | 43 |
| Managed Assets ($) | $9,269,324,000 | 36 |
| Non-managed Assets ($) | $4,932,359,000 | 45 |
| Memoranda | ||
| Gross Fiduciary activities income | $16,259,000 | 48 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,064,000 | 199 |
| Number of Managed Accounts | $1,064,000 | 146 |
| Number of Non-Managed Accounts | $0 | 393 |
| Total fiduciary and related assets | $9,163,904,000 | 57 |
| Managed Assets ($) | $9,163,904,000 | 35 |
| Non-managed Assets ($) | $0 | 392 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,093,000 | 51 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,219,453,000 | 3 |
| Number of Managed Accounts | $678,000 | 221 |
| Number of Non-Managed Accounts | $2,218,775,000 | 3 |
| Total fiduciary and related assets | $27,860,164,000 | 32 |
| Managed Assets ($) | $9,358,971,000 | 37 |
| Non-managed Assets ($) | $18,501,193,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $235,318,000 | 17 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,343,305,000 | 3 |
| Number of Managed Accounts | $984,000 | 159 |
| Number of Non-Managed Accounts | $2,342,321,000 | 3 |
| Total fiduciary and related assets | $34,058,862,000 | 32 |
| Managed Assets ($) | $10,740,154,000 | 32 |
| Non-managed Assets ($) | $23,318,708,000 | 24 |
| Memoranda | ||
| Gross Fiduciary activities income | $186,593,000 | 19 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,436,259,000 | 3 |
| Number of Managed Accounts | $984,000 | 161 |
| Number of Non-Managed Accounts | $2,435,275,000 | 3 |
| Total fiduciary and related assets | $37,139,504,000 | 32 |
| Managed Assets ($) | $10,494,947,000 | 40 |
| Non-managed Assets ($) | $26,644,557,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $127,300,000 | 20 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $70,000 | 421 |
| Number of Managed Accounts | $8,000 | 420 |
| Number of Non-Managed Accounts | $62,000 | 270 |
| Total fiduciary and related assets | $10,882,057,000 | 58 |
| Managed Assets ($) | $1,565,761,000 | 99 |
| Non-managed Assets ($) | $9,316,296,000 | 39 |
| Memoranda | ||
| Gross Fiduciary activities income | $64,363,000 | 18 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $70,000 | 981 |
| Number of Managed Accounts | $8,000 | 1,290 |
| Number of Non-Managed Accounts | $62,000 | 492 |
| Total fiduciary and related assets | $11,591,498,000 | 56 |
| Managed Assets ($) | $1,690,172,000 | 97 |
| Non-managed Assets ($) | $9,901,326,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $286,633,000 | 16 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $69,000 | 406 |
| Number of Managed Accounts | $8,000 | 403 |
| Number of Non-Managed Accounts | $61,000 | 257 |
| Total fiduciary and related assets | $11,818,615,000 | 54 |
| Managed Assets ($) | $1,734,821,000 | 96 |
| Non-managed Assets ($) | $10,083,794,000 | 38 |
| Memoranda | ||
| Gross Fiduciary activities income | $219,518,000 | 16 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $165,000 | 391 |
| Number of Managed Accounts | $8,000 | 411 |
| Number of Non-Managed Accounts | $157,000 | 190 |
| Total fiduciary and related assets | $17,151,446,000 | 45 |
| Managed Assets ($) | $1,726,913,000 | 99 |
| Non-managed Assets ($) | $15,424,533,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $151,247,000 | 19 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $184,000 | 391 |
| Number of Managed Accounts | $9,000 | 414 |
| Number of Non-Managed Accounts | $175,000 | 179 |
| Total fiduciary and related assets | $20,762,110,000 | 41 |
| Managed Assets ($) | $1,741,652,000 | 96 |
| Non-managed Assets ($) | $19,020,458,000 | 29 |
| Memoranda | ||
| Gross Fiduciary activities income | $79,739,000 | 16 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $189,000 | 688 |
| Number of Managed Accounts | $9,000 | 1,308 |
| Number of Non-Managed Accounts | $180,000 | 254 |
| Total fiduciary and related assets | $18,232,965,000 | 42 |
| Managed Assets ($) | $1,738,367,000 | 94 |
| Non-managed Assets ($) | $16,494,598,000 | 32 |
| Memoranda | ||
| Gross Fiduciary activities income | $301,273,000 | 18 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $197,000 | 371 |
| Number of Managed Accounts | $9,000 | 395 |
| Number of Non-Managed Accounts | $188,000 | 183 |
| Total fiduciary and related assets | $20,019,699,000 | 43 |
| Managed Assets ($) | $1,666,371,000 | 98 |
| Non-managed Assets ($) | $18,353,328,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $229,027,000 | 19 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $202,000 | 375 |
| Number of Managed Accounts | $10,000 | 401 |
| Number of Non-Managed Accounts | $192,000 | 190 |
| Total fiduciary and related assets | $17,680,451,000 | 43 |
| Managed Assets ($) | $1,891,404,000 | 91 |
| Non-managed Assets ($) | $15,789,047,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $154,669,000 | 18 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $204,000 | 382 |
| Number of Managed Accounts | $10,000 | 418 |
| Number of Non-Managed Accounts | $194,000 | 194 |
| Total fiduciary and related assets | $17,574,985,000 | 43 |
| Managed Assets ($) | $1,942,865,000 | 90 |
| Non-managed Assets ($) | $15,632,120,000 | 34 |
| Memoranda | ||
| Gross Fiduciary activities income | $78,160,000 | 18 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $204,000 | 674 |
| Number of Managed Accounts | $10,000 | 1,324 |
| Number of Non-Managed Accounts | $194,000 | 260 |
| Total fiduciary and related assets | $18,633,314,000 | 44 |
| Managed Assets ($) | $1,854,421,000 | 92 |
| Non-managed Assets ($) | $16,778,893,000 | 30 |
| Memoranda | ||
| Gross Fiduciary activities income | $336,466,000 | 17 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $203,000 | 373 |
| Number of Managed Accounts | $13,000 | 403 |
| Number of Non-Managed Accounts | $190,000 | 188 |
| Total fiduciary and related assets | $18,945,146,000 | 43 |
| Managed Assets ($) | $2,218,455,000 | 83 |
| Non-managed Assets ($) | $16,726,691,000 | 31 |
| Memoranda | ||
| Gross Fiduciary activities income | $256,003,000 | 16 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $217,000 | 388 |
| Number of Managed Accounts | $12,000 | 417 |
| Number of Non-Managed Accounts | $205,000 | 180 |
| Total fiduciary and related assets | $20,380,078,000 | 39 |
| Managed Assets ($) | $2,126,105,000 | 81 |
| Non-managed Assets ($) | $18,253,973,000 | 28 |
| Memoranda | ||
| Gross Fiduciary activities income | $163,943,000 | 16 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $240,000 | 383 |
| Number of Managed Accounts | $13,000 | 417 |
| Number of Non-Managed Accounts | $227,000 | 173 |
| Total fiduciary and related assets | $22,887,704,000 | 39 |
| Managed Assets ($) | $2,190,096,000 | 85 |
| Non-managed Assets ($) | $20,697,608,000 | 26 |
| Memoranda | ||
| Gross Fiduciary activities income | $83,624,000 | 17 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,762,000 | 139 |
| Number of Managed Accounts | $12,000 | 1,303 |
| Number of Non-Managed Accounts | $1,750,000 | 62 |
| Total fiduciary and related assets | $67,347,050,000 | 24 |
| Managed Assets ($) | $1,949,120,000 | 88 |
| Non-managed Assets ($) | $65,397,930,000 | 18 |
| Memoranda | ||
| Gross Fiduciary activities income | $363,411,000 | 13 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,993,000 | 117 |
| Number of Managed Accounts | $16,000 | 400 |
| Number of Non-Managed Accounts | $1,977,000 | 55 |
| Total fiduciary and related assets | $88,549,509,000 | 18 |
| Managed Assets ($) | $2,844,426,000 | 74 |
| Non-managed Assets ($) | $85,705,083,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $265,855,000 | 15 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,889,000 | 126 |
| Number of Managed Accounts | $16,000 | 407 |
| Number of Non-Managed Accounts | $1,873,000 | 58 |
| Total fiduciary and related assets | $74,435,087,000 | 20 |
| Managed Assets ($) | $2,862,158,000 | 74 |
| Non-managed Assets ($) | $71,572,929,000 | 16 |
| Memoranda | ||
| Gross Fiduciary activities income | $141,886,000 | 18 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,000,000 | 119 |
| Number of Managed Accounts | $18,000 | 412 |
| Number of Non-Managed Accounts | $1,982,000 | 56 |
| Total fiduciary and related assets | $78,994,061,000 | 19 |
| Managed Assets ($) | $3,024,935,000 | 77 |
| Non-managed Assets ($) | $75,969,126,000 | 15 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,723,000 | 18 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,772,000 | 142 |
| Number of Managed Accounts | $20,000 | 1,237 |
| Number of Non-Managed Accounts | $1,752,000 | 67 |
| Total fiduciary and related assets | $85,027,806,000 | 20 |
| Managed Assets ($) | $3,103,760,000 | 75 |
| Non-managed Assets ($) | $81,924,046,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $303,283,000 | 16 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,319,000 | 92 |
| Number of Managed Accounts | $345,000 | 308 |
| Number of Non-Managed Accounts | $2,974,000 | 51 |
| Total fiduciary and related assets | $82,631,354,000 | 16 |
| Managed Assets ($) | $2,883,833,000 | 77 |
| Non-managed Assets ($) | $79,747,521,000 | 13 |
| Memoranda | ||
| Gross Fiduciary activities income | $224,176,000 | 15 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $3,322,000 | 94 |
| Number of Managed Accounts | $345,000 | 312 |
| Number of Non-Managed Accounts | $2,977,000 | 54 |
| Total fiduciary and related assets | $78,811,339,000 | 19 |
| Managed Assets ($) | $2,834,745,000 | 77 |
| Non-managed Assets ($) | $75,976,594,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $149,429,000 | 15 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,557,000 | 117 |
| Number of Managed Accounts | $343,000 | 320 |
| Number of Non-Managed Accounts | $2,214,000 | 60 |
| Total fiduciary and related assets | $75,146,650,000 | 17 |
| Managed Assets ($) | $2,320,914,000 | 85 |
| Non-managed Assets ($) | $72,825,736,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $72,759,000 | 15 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,438,000 | 126 |
| Number of Managed Accounts | $34,000 | 1,123 |
| Number of Non-Managed Accounts | $2,404,000 | 58 |
| Total fiduciary and related assets | $91,636,971,000 | 15 |
| Managed Assets ($) | $3,095,408,000 | 75 |
| Non-managed Assets ($) | $88,541,563,000 | 14 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,660,000 | 15 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $2,734,000 | 101 |
| Number of Managed Accounts | $28,000 | 1,159 |
| Number of Non-Managed Accounts | $2,706,000 | 49 |
| Total fiduciary and related assets | $101,762,596,000 | 16 |
| Managed Assets ($) | $2,914,827,000 | 74 |
| Non-managed Assets ($) | $98,847,769,000 | 11 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,700,000 | 15 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $423,864,000 | 14 |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $364,794,000 | 11 |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $332,809,000 | 12 |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $107,905,000 | 30 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $76,802,000 | 38 |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $59,090,000 | 41 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $45,198,000 | 49 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $31,055,000 | 72 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $14,864,000 | 114 |