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