0000715165-12-000002.txt : 20120208 0000715165-12-000002.hdr.sgml : 20120208 20120208145633 ACCESSION NUMBER: 0000715165-12-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120208 DATE AS OF CHANGE: 20120208 EFFECTIVENESS DATE: 20120208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wright Private Asset Management CENTRAL INDEX KEY: 0001378434 IRS NUMBER: 043836928 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12018 FILM NUMBER: 12581498 BUSINESS ADDRESS: STREET 1: 440 WHEELERS FARMS ROAD CITY: MILFORD STATE: CT ZIP: 06461-1847 BUSINESS PHONE: 203-783-4400 MAIL ADDRESS: STREET 1: 440 WHEELERS FARMS ROAD CITY: MILFORD STATE: CT ZIP: 06461-1847 FORMER COMPANY: FORMER CONFORMED NAME: Cheswick Wright Wealth Management LLC DATE OF NAME CHANGE: 20061017 13F-HR 1 wpam13f1211.txt WRIGHT PRIVATE ASSET MANAGEMENT 13 F REPORT DATED 12-31-2011 FORM 13F COVER PAGE Report for the Calendar Quarter ended: December 31,2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this report: Name: Wright Private Asset Management Address: 440 Wheelers Farms Road Milford,Connecticut 06461 13F File Number: 028-12018 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, scheduled, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Peter M. Donovan Title: Authorized Representative Phone: 203-783-4400 Signature, Place, and Date of Signing: /s/ Peter M. Donovan ------------------------- Peter M. Donovan Milford, Connecticut February 8,2011 Report Type (check only one.): [ X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: None I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. Wright Private Asset Management FORM 13F 31-Dec-11 Form 13F Information Table ---------------------------- Voting Authority Title -------------------------- of Value Shares/ Sh/ Put/ Invstmt Other Name Of Issuer Class CUSIP (x$1000) Prn Amt Prn Call Dscretn Mgrs Sole Shared None ------------------------- ----- --------- --------- -------- ---- ---- -------- ------ ------ ------- ------ COMMON STOCK ---------------- AT&T Inc COM 00206r102 600 19,825 SH SOLE 17,721 0 2,104 American Express Co. COM 025816109 224 4,740 SH SOLE 4,580 0 160 Apple Computer Inc COM 037833100 424 1,046 SH SOLE 1,015 0 31 Caterpillar Inc COM 149123101 255 2,820 SH SOLE 2,705 0 115 Chevron Corp COM 166764100 725 6,814 SH SOLE 6,135 0 679 Cisco System Inc COM 17275r102 217 11,998 SH SOLE 11,588 0 410 Coach Inc COM 189754104 223 3,659 SH SOLE 3,540 0 119 Coca Cola Co. COM 191216100 251 3,581 SH SOLE 3,485 0 96 Consolidated Edison Inc COM 209115104 251 4,051 SH SOLE 3,170 0 881 Costco Wholesale Corp COM 22160k105 214 2,570 SH SOLE 2,460 0 110 Exxon Mobil Corp COM 30231g102 396 4,669 SH SOLE 4,528 0 141 General Electric Co. COM 369604103 296 16,511 SH SOLE 14,630 0 1,881 Honeywell Intl Inc COM 438516106 328 6,039 SH SOLE 5,185 0 854 I B M COM 459200101 565 3,075 SH SOLE 2,860 0 215 Intel Corp COM 458140100 300 12,356 SH SOLE 11,970 0 386 JP Morgan Chase & Co. COM 46625h100 215 6,480 SH SOLE 6,265 0 215 Johnson & Johnson COM 478160104 329 5,016 SH SOLE 4,870 0 146 Mastercard Inc-Cl A COM 57636Q104 227 610 SH SOLE 590 0 20 McDonalds Corp COM 580135101 462 4,600 SH SOLE 4,450 0 150 Microsoft Corp COM 594918104 334 12,847 SH SOLE 12,465 0 382 Pfizer Inc COM 717081103 479 22,145 SH SOLE 19,610 0 2,535 Procter & Gamble COM 742718109 204 3,065 SH SOLE 2,980 0 85 Progress Energy Inc COM 743263105 208 3,718 SH SOLE 2,935 0 783 Schlumberger Ltd COM 806857108 214 3,136 SH SOLE 3,025 0 111 US Bancorp COM 902973304 227 8,400 SH SOLE 8,095 0 305 United Technologies COM 913017109 216 2,950 SH SOLE 2,850 0 100 Verizon Communications COM 92343v104 260 6,475 SH SOLE 5,380 0 1,095 Wellpoint Inc COM 94973v107 194 2,935 SH SOLE 2,845 0 90 Wells Fargo Company COM 949746101 204 7,411 SH SOLE 7,151 0 260 ------ Total Common Stock 9,042 GRAND TOTAL 9,042 =======
FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 29 Form 13F Information Table Value Total: $ 9,042 List of Other Included Managers: NONE