Home > ShoreBank > Fiduciary and Related Services

ShoreBank, Fiduciary and Related Services

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$2,000409
Number of Managed Accounts$0393
Number of Non-Managed Accounts$2,000385
Total fiduciary and related assets$294,765,000299
Managed Assets ($)$0394
Non-managed Assets ($)$294,765,000127
Memoranda
Gross Fiduciary activities income$01,300
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$2,000415
Number of Managed Accounts$0397
Number of Non-Managed Accounts$2,000390
Total fiduciary and related assets$294,765,000312
Managed Assets ($)$0397
Non-managed Assets ($)$294,765,000131
Memoranda
Gross Fiduciary activities income$01,246
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$2,0001,497
Number of Managed Accounts$01,485
Number of Non-Managed Accounts$2,0001,129
Total fiduciary and related assets$294,765,000314
Managed Assets ($)$01,484
Non-managed Assets ($)$294,765,000133
Memoranda
Gross Fiduciary activities income$3,0001,289
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$2,000403
Number of Managed Accounts$0386
Number of Non-Managed Accounts$2,000377
Total fiduciary and related assets$294,765,000305
Managed Assets ($)$0386
Non-managed Assets ($)$294,765,000129
Memoranda
Gross Fiduciary activities income$3,0001,227
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$2,000410
Number of Managed Accounts$0392
Number of Non-Managed Accounts$2,000383
Total fiduciary and related assets$409,940,000258
Managed Assets ($)$0392
Non-managed Assets ($)$409,940,000121
Memoranda
Gross Fiduciary activities income$2,0001,233
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$2,000411
Number of Managed Accounts$0395
Number of Non-Managed Accounts$2,000386
Total fiduciary and related assets$409,940,000249
Managed Assets ($)$0395
Non-managed Assets ($)$409,940,000118
Memoranda
Gross Fiduciary activities income$1,0001,214
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$5,0001,457
Number of Managed Accounts$01,520
Number of Non-Managed Accounts$5,0001,031
Total fiduciary and related assets$540,360,000215
Managed Assets ($)$01,519
Non-managed Assets ($)$540,360,000112
Memoranda
Gross Fiduciary activities income$4,0001,304
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$5,000436
Number of Managed Accounts$0419
Number of Non-Managed Accounts$5,000394
Total fiduciary and related assets$540,360,000224
Managed Assets ($)$0419
Non-managed Assets ($)$540,360,000117
Memoranda
Gross Fiduciary activities income$3,0001,278
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$5,000445
Number of Managed Accounts$0425
Number of Non-Managed Accounts$5,000401
Total fiduciary and related assets$653,535,000213
Managed Assets ($)$0425
Non-managed Assets ($)$653,535,000116
Memoranda
Gross Fiduciary activities income$2,0001,285
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$5,000450
Number of Managed Accounts$0434
Number of Non-Managed Accounts$5,000400
Total fiduciary and related assets$653,535,000218
Managed Assets ($)$0434
Non-managed Assets ($)$653,535,000120
Memoranda
Gross Fiduciary activities income$1,0001,254
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$5,0001,507
Number of Managed Accounts$01,582
Number of Non-Managed Accounts$5,0001,044
Total fiduciary and related assets$653,885,000221
Managed Assets ($)$01,581
Non-managed Assets ($)$653,885,000119
Memoranda
Gross Fiduciary activities income$8,0001,284
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$5,000434
Number of Managed Accounts$0421
Number of Non-Managed Accounts$5,000383
Total fiduciary and related assets$653,885,000221
Managed Assets ($)$0421
Non-managed Assets ($)$653,885,000117
Memoranda
Gross Fiduciary activities income$7,0001,231
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$5,000441
Number of Managed Accounts$0427
Number of Non-Managed Accounts$5,000391
Total fiduciary and related assets$786,850,000209
Managed Assets ($)$0427
Non-managed Assets ($)$786,850,000117
Memoranda
Gross Fiduciary activities income$4,0001,255
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$5,000441
Number of Managed Accounts$0427
Number of Non-Managed Accounts$5,000392
Total fiduciary and related assets$786,850,000208
Managed Assets ($)$0427
Non-managed Assets ($)$786,850,000112
Memoranda
Gross Fiduciary activities income$2,0001,213
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$5,0001,544
Number of Managed Accounts$01,625
Number of Non-Managed Accounts$5,0001,069
Total fiduciary and related assets$784,370,000207
Managed Assets ($)$01,624
Non-managed Assets ($)$784,370,000112
Memoranda
Gross Fiduciary activities income$9,0001,289
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$5,000423
Number of Managed Accounts$0409
Number of Non-Managed Accounts$5,000381
Total fiduciary and related assets$787,140,000206
Managed Assets ($)$0409
Non-managed Assets ($)$787,140,000114
Memoranda
Gross Fiduciary activities income$7,0001,251
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$5,000429
Number of Managed Accounts$0413
Number of Non-Managed Accounts$5,000385
Total fiduciary and related assets$823,880,000208
Managed Assets ($)$0413
Non-managed Assets ($)$823,880,000118
Memoranda
Gross Fiduciary activities income$5,0001,257
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$5,000446
Number of Managed Accounts$0437
Number of Non-Managed Accounts$5,000392
Total fiduciary and related assets$823,880,000209
Managed Assets ($)$0437
Non-managed Assets ($)$823,880,000120
Memoranda
Gross Fiduciary activities income$2,0001,247
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$5,0001,597
Number of Managed Accounts$01,678
Number of Non-Managed Accounts$5,0001,100
Total fiduciary and related assets$841,815,000206
Managed Assets ($)$01,677
Non-managed Assets ($)$841,815,000120
Memoranda
Gross Fiduciary activities income$44,0001,062
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$5,000433
Number of Managed Accounts$0422
Number of Non-Managed Accounts$5,000385
Total fiduciary and related assets$917,204,000193
Managed Assets ($)$0423
Non-managed Assets ($)$917,204,000114
Memoranda
Gross Fiduciary activities income$41,0001,021
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$5,000450
Number of Managed Accounts$0435
Number of Non-Managed Accounts$5,000401
Total fiduciary and related assets$1,019,688,000176
Managed Assets ($)$0435
Non-managed Assets ($)$1,019,688,000105
Memoranda
Gross Fiduciary activities income$35,000994
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$5,000452
Number of Managed Accounts$0438
Number of Non-Managed Accounts$5,000405
Total fiduciary and related assets$1,019,065,000180
Managed Assets ($)$0438
Non-managed Assets ($)$1,019,065,000110
Memoranda
Gross Fiduciary activities income$29,000928
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$6,0001,593
Number of Managed Accounts$1,0001,621
Number of Non-Managed Accounts$5,0001,107
Total fiduciary and related assets$1,082,079,000174
Managed Assets ($)$62,695,000603
Non-managed Assets ($)$1,019,384,000114
Memoranda
Gross Fiduciary activities income$138,000868
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$6,000441
Number of Managed Accounts$1,000420
Number of Non-Managed Accounts$5,000393
Total fiduciary and related assets$1,081,490,000172
Managed Assets ($)$59,812,000369
Non-managed Assets ($)$1,021,678,000112
Memoranda
Gross Fiduciary activities income$102,000871
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$6,000447
Number of Managed Accounts$1,000425
Number of Non-Managed Accounts$5,000400
Total fiduciary and related assets$1,182,061,000163
Managed Assets ($)$58,033,000370
Non-managed Assets ($)$1,124,028,000111
Memoranda
Gross Fiduciary activities income$66,000886
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$6,000459
Number of Managed Accounts$1,000433
Number of Non-Managed Accounts$5,000406
Total fiduciary and related assets$1,181,137,000163
Managed Assets ($)$57,066,000378
Non-managed Assets ($)$1,124,071,000110
Memoranda
Gross Fiduciary activities income$32,000909
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$6,0001,650
Number of Managed Accounts$1,0001,677
Number of Non-Managed Accounts$5,0001,119
Total fiduciary and related assets$1,175,552,000165
Managed Assets ($)$51,256,000650
Non-managed Assets ($)$1,124,296,000113
Memoranda
Gross Fiduciary activities income$120,000922
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$6,000460
Number of Managed Accounts$1,000439
Number of Non-Managed Accounts$5,000410
Total fiduciary and related assets$1,279,008,000164
Managed Assets ($)$49,520,000387
Non-managed Assets ($)$1,229,488,000111
Memoranda
Gross Fiduciary activities income$91,000923
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$9,000460
Number of Managed Accounts$1,000442
Number of Non-Managed Accounts$8,000410
Total fiduciary and related assets$1,249,478,000170
Managed Assets ($)$43,698,000392
Non-managed Assets ($)$1,205,780,000113
Memoranda
Gross Fiduciary activities income$60,000937
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$9,000476
Number of Managed Accounts$1,000457
Number of Non-Managed Accounts$8,000418
Total fiduciary and related assets$1,353,034,000158
Managed Assets ($)$42,104,000405
Non-managed Assets ($)$1,310,930,000104
Memoranda
Gross Fiduciary activities income$31,000940
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$9,0001,630
Number of Managed Accounts$1,0001,736
Number of Non-Managed Accounts$8,0001,069
Total fiduciary and related assets$1,348,686,000160
Managed Assets ($)$37,531,000736
Non-managed Assets ($)$1,311,155,000105
Memoranda
Gross Fiduciary activities income$84,0001,025
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$8,0001,603
Number of Managed Accounts$01,766
Number of Non-Managed Accounts$8,0001,017
Total fiduciary and related assets$573,302,000231
Managed Assets ($)$01,766
Non-managed Assets ($)$573,302,000138
Memoranda
Gross Fiduciary activities income$20,0001,302
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$32,0001,103
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$32,0001,157
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$60,0001,085
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$86,0001,082
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$57,0001,210
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$01,590
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$01,599
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$01,630
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$01,658