Home > Wachovia Bank of Delaware > Fiduciary and Related Services
Wachovia Bank of Delaware, Fiduciary and Related Services
2009-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,244 |
Fiduciary power exercised | $0 | 1,675 |
Fiduciary or related activity | $0 | 1,593 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,585 |
Number of Managed Accounts | $0 | 1,485 |
Number of Non-Managed Accounts | $0 | 1,248 |
Total fiduciary and related assets | $0 | 1,581 |
Managed Assets ($) | $0 | 1,484 |
Non-managed Assets ($) | $0 | 1,242 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,390 |
2009-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,265 |
Fiduciary power exercised | $0 | 1,685 |
Fiduciary or related activity | $0 | 1,605 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 409 |
Number of Managed Accounts | $0 | 386 |
Number of Non-Managed Accounts | $0 | 386 |
Total fiduciary and related assets | $0 | 408 |
Managed Assets ($) | $0 | 386 |
Non-managed Assets ($) | $0 | 385 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,353 |
2009-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,285 |
Fiduciary power exercised | $0 | 1,701 |
Fiduciary or related activity | $0 | 1,617 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 415 |
Number of Managed Accounts | $0 | 392 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 414 |
Managed Assets ($) | $0 | 392 |
Non-managed Assets ($) | $0 | 391 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,340 |
2009-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,301 |
Fiduciary power exercised | $0 | 1,711 |
Fiduciary or related activity | $0 | 1,627 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 418 |
Number of Managed Accounts | $0 | 395 |
Number of Non-Managed Accounts | $0 | 393 |
Total fiduciary and related assets | $0 | 417 |
Managed Assets ($) | $0 | 395 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,285 |
2008-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,321 |
Fiduciary power exercised | $0 | 1,723 |
Fiduciary or related activity | $0 | 1,634 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,622 |
Number of Managed Accounts | $0 | 1,520 |
Number of Non-Managed Accounts | $0 | 1,251 |
Total fiduciary and related assets | $0 | 1,618 |
Managed Assets ($) | $0 | 1,519 |
Non-managed Assets ($) | $0 | 1,241 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,441 |
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 | $0 | 441 |
Number of Managed Accounts | $0 | 419 |
Number of Non-Managed Accounts | $0 | 421 |
Total fiduciary and related assets | $0 | 440 |
Managed Assets ($) | $0 | 419 |
Non-managed Assets ($) | $0 | 420 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,405 |
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 | $0 | 450 |
Number of Managed Accounts | $0 | 425 |
Number of Non-Managed Accounts | $0 | 427 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 425 |
Non-managed Assets ($) | $0 | 426 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,395 |
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 | $0 | 460 |
Number of Managed Accounts | $0 | 434 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $0 | 459 |
Managed Assets ($) | $0 | 434 |
Non-managed Assets ($) | $0 | 431 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,326 |
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 | $3,000 | 1,553 |
Number of Managed Accounts | $1,000 | 1,519 |
Number of Non-Managed Accounts | $2,000 | 1,144 |
Total fiduciary and related assets | $2,266,000 | 1,366 |
Managed Assets ($) | $1,153,000 | 1,368 |
Non-managed Assets ($) | $1,113,000 | 1,009 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,498 |
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 | $0 | 444 |
Number of Managed Accounts | $0 | 421 |
Number of Non-Managed Accounts | $0 | 417 |
Total fiduciary and related assets | $0 | 443 |
Managed Assets ($) | $0 | 421 |
Non-managed Assets ($) | $0 | 416 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,458 |
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 | $0 | 450 |
Number of Managed Accounts | $0 | 427 |
Number of Non-Managed Accounts | $0 | 422 |
Total fiduciary and related assets | $0 | 449 |
Managed Assets ($) | $0 | 427 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,429 |
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 | $0 | 451 |
Number of Managed Accounts | $0 | 427 |
Number of Non-Managed Accounts | $0 | 425 |
Total fiduciary and related assets | $0 | 450 |
Managed Assets ($) | $0 | 427 |
Non-managed Assets ($) | $0 | 424 |
Memoranda | ||
Gross Fiduciary activities income | $0 | 1,355 |
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 | $4,000 | 1,568 |
Number of Managed Accounts | $1,000 | 1,557 |
Number of Non-Managed Accounts | $3,000 | 1,121 |
Total fiduciary and related assets | $2,276,000 | 1,387 |
Managed Assets ($) | $1,153,000 | 1,394 |
Non-managed Assets ($) | $1,123,000 | 1,015 |
Memoranda | ||
Gross Fiduciary activities income | $461,000 | 604 |
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 | $4,000 | 424 |
Number of Managed Accounts | $1,000 | 406 |
Number of Non-Managed Accounts | $3,000 | 393 |
Total fiduciary and related assets | $2,039,000 | 423 |
Managed Assets ($) | $916,000 | 404 |
Non-managed Assets ($) | $1,123,000 | 394 |
Memoranda | ||
Gross Fiduciary activities income | $369,000 | 589 |
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 | $536,000 | 308 |
Number of Managed Accounts | $1,000 | 410 |
Number of Non-Managed Accounts | $535,000 | 108 |
Total fiduciary and related assets | $636,190,000 | 233 |
Managed Assets ($) | $916,000 | 409 |
Non-managed Assets ($) | $635,274,000 | 130 |
Memoranda | ||
Gross Fiduciary activities income | $256,000 | 588 |
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 | $562,000 | 303 |
Number of Managed Accounts | $1,000 | 430 |
Number of Non-Managed Accounts | $561,000 | 102 |
Total fiduciary and related assets | $3,148,486,000 | 102 |
Managed Assets ($) | $916,000 | 428 |
Non-managed Assets ($) | $3,147,570,000 | 63 |
Memoranda | ||
Gross Fiduciary activities income | $110,000 | 625 |
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 | $597,000 | 333 |
Number of Managed Accounts | $12,000 | 1,291 |
Number of Non-Managed Accounts | $585,000 | 117 |
Total fiduciary and related assets | $3,129,441,000 | 100 |
Managed Assets ($) | $5,653,000 | 1,176 |
Non-managed Assets ($) | $3,123,788,000 | 67 |
Memoranda | ||
Gross Fiduciary activities income | $18,640,000 | 79 |
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 | $571,000 | 291 |
Number of Managed Accounts | $18,000 | 399 |
Number of Non-Managed Accounts | $553,000 | 102 |
Total fiduciary and related assets | $3,085,165,000 | 100 |
Managed Assets ($) | $6,981,000 | 406 |
Non-managed Assets ($) | $3,078,184,000 | 67 |
Memoranda | ||
Gross Fiduciary activities income | $13,615,000 | 80 |
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 | $530,000 | 306 |
Number of Managed Accounts | $25,000 | 411 |
Number of Non-Managed Accounts | $505,000 | 111 |
Total fiduciary and related assets | $647,825,000 | 226 |
Managed Assets ($) | $26,492,000 | 398 |
Non-managed Assets ($) | $621,333,000 | 127 |
Memoranda | ||
Gross Fiduciary activities income | $9,057,000 | 79 |
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 | $490,000 | 321 |
Number of Managed Accounts | $22,000 | 413 |
Number of Non-Managed Accounts | $468,000 | 123 |
Total fiduciary and related assets | $628,646,000 | 231 |
Managed Assets ($) | $25,287,000 | 397 |
Non-managed Assets ($) | $603,359,000 | 132 |
Memoranda | ||
Gross Fiduciary activities income | $4,261,000 | 82 |
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 | $501,000 | 384 |
Number of Managed Accounts | $56,000 | 906 |
Number of Non-Managed Accounts | $445,000 | 157 |
Total fiduciary and related assets | $594,108,000 | 236 |
Managed Assets ($) | $38,607,000 | 725 |
Non-managed Assets ($) | $555,501,000 | 137 |
Memoranda | ||
Gross Fiduciary activities income | $14,082,000 | 85 |
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 | $539,000 | 306 |
Number of Managed Accounts | $53,000 | 380 |
Number of Non-Managed Accounts | $486,000 | 120 |
Total fiduciary and related assets | $616,887,000 | 228 |
Managed Assets ($) | $49,006,000 | 374 |
Non-managed Assets ($) | $567,881,000 | 134 |
Memoranda | ||
Gross Fiduciary activities income | $10,118,000 | 87 |
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 | $1,206,000 | 179 |
Number of Managed Accounts | $452,000 | 274 |
Number of Non-Managed Accounts | $754,000 | 97 |
Total fiduciary and related assets | $8,469,466,000 | 68 |
Managed Assets ($) | $2,841,112,000 | 75 |
Non-managed Assets ($) | $5,628,354,000 | 55 |
Memoranda | ||
Gross Fiduciary activities income | $13,277,000 | 70 |
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 | $1,164,000 | 183 |
Number of Managed Accounts | $458,000 | 275 |
Number of Non-Managed Accounts | $706,000 | 99 |
Total fiduciary and related assets | $7,540,232,000 | 72 |
Managed Assets ($) | $2,056,803,000 | 89 |
Non-managed Assets ($) | $5,483,429,000 | 55 |
Memoranda | ||
Gross Fiduciary activities income | $7,450,000 | 64 |
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 | $1,111,000 | 212 |
Number of Managed Accounts | $457,000 | 316 |
Number of Non-Managed Accounts | $654,000 | 120 |
Total fiduciary and related assets | $7,767,555,000 | 72 |
Managed Assets ($) | $2,849,348,000 | 79 |
Non-managed Assets ($) | $4,918,207,000 | 59 |
Memoranda | ||
Gross Fiduciary activities income | $26,622,000 | 67 |
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 | $1,031,000 | 214 |
Number of Managed Accounts | $488,000 | 276 |
Number of Non-Managed Accounts | $543,000 | 131 |
Total fiduciary and related assets | $8,404,078,000 | 70 |
Managed Assets ($) | $3,046,856,000 | 74 |
Non-managed Assets ($) | $5,357,222,000 | 60 |
Memoranda | ||
Gross Fiduciary activities income | $18,581,000 | 71 |
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 | $860,000 | 254 |
Number of Managed Accounts | $494,000 | 276 |
Number of Non-Managed Accounts | $366,000 | 158 |
Total fiduciary and related assets | $9,028,843,000 | 71 |
Managed Assets ($) | $3,156,846,000 | 74 |
Non-managed Assets ($) | $5,871,997,000 | 60 |
Memoranda | ||
Gross Fiduciary activities income | $11,875,000 | 73 |
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 | $725,000 | 282 |
Number of Managed Accounts | $472,000 | 285 |
Number of Non-Managed Accounts | $253,000 | 194 |
Total fiduciary and related assets | $7,771,067,000 | 73 |
Managed Assets ($) | $2,151,910,000 | 89 |
Non-managed Assets ($) | $5,619,157,000 | 60 |
Memoranda | ||
Gross Fiduciary activities income | $5,408,000 | 78 |
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 | $956,000 | 262 |
Number of Managed Accounts | $457,000 | 333 |
Number of Non-Managed Accounts | $499,000 | 157 |
Total fiduciary and related assets | $7,933,432,000 | 73 |
Managed Assets ($) | $2,493,100,000 | 83 |
Non-managed Assets ($) | $5,440,332,000 | 59 |
Memoranda | ||
Gross Fiduciary activities income | $23,656,000 | 75 |
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 | $783,000 | 284 |
Number of Managed Accounts | $143,000 | 630 |
Number of Non-Managed Accounts | $640,000 | 125 |
Total fiduciary and related assets | $5,172,169,000 | 82 |
Managed Assets ($) | $2,149,298,000 | 90 |
Non-managed Assets ($) | $3,022,871,000 | 69 |
Memoranda | ||
Gross Fiduciary activities income | $22,896,000 | 76 |
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 | $11,213,000 | 111 |
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 | $0 | 1,380 |
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 | $0 | 1,398 |
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 | $0 | 1,450 |
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 | $0 | 1,526 |
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 | $0 | 1,590 |
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 | $0 | 1,599 |