| Relationships | Role | Relationship Start | Relationship End |
| Mam (Ma) Holding Trust | Parent | 12/31/2006 | 12/31/2008 |
| Equity (Ma) Trust | Parent | 8/1/2004 | 12/30/2006 |
| Mellon Trust Of New England, National Association | Parent | 4/1/1999 | 7/31/2004 |
| Boston Company Holding Llc, The | Parent | 1/1/1997 | 3/31/1999 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Mellon Capital Management Corporation | Buyer | Discontinued | 1/1/2009 | ||
| Franklin Portfolio Associates Trust | Seller | Discontinued | 1/1/1997 |