0000715165-12-000008.txt : 20121026 0000715165-12-000008.hdr.sgml : 20121026 20121026094618 ACCESSION NUMBER: 0000715165-12-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121026 DATE AS OF CHANGE: 20121026 EFFECTIVENESS DATE: 20121026 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: 121162952 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 wpam13f0912.txt WRIGHT PRIVATE ASSET MANAGEMENT 13F REPORT FOR SEPTEMBER 30,2012 FORM 13F COVER PAGE Report for the Calendar Quarter ended: September 30, 2012 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 October 24, 2012 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 30-Sep-12 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 584 15,490 SH SOLE 13,734 0 1,756 American Express Co. COM 025816109 205 3,600 SH SOLE 3,560 0 40 Apple Computer Inc COM 037833100 501 751 SH SOLE 740 0 11 Chevron Corp COM 166764100 651 5,583 SH SOLE 5,030 0 553 Cisco System Inc COM 17275r102 191 9,988 SH SOLE 9,848 0 140 Consolidated Edison Inc COM 209115104 215 3,596 SH SOLE 2,725 0 871 Emerson Electric Co. COM 291011104 190 3,928 SH SOLE 3,010 0 918 Exxon Mobil Corp COM 30231g102 296 3,234 SH SOLE 3,234 0 General Electric Co. COM 369604103 291 12,811 SH SOLE 11,275 0 1,536 Honeywell Intl Inc COM 438516106 296 4,954 SH SOLE 4,190 0 764 I B M COM 459200101 483 2,330 SH SOLE 2,190 0 140 Intel Corp COM 458140100 201 8,860 SH SOLE 8,850 0 10 JP Morgan Chase & Co. COM 46625h100 443 10,937 SH SOLE 9,710 0 1,227 Johnson & Johnson COM 478160104 238 3,451 SH SOLE 3,430 0 21 Mastercard Inc-Cl A COM 57636Q104 217 480 SH SOLE 475 0 5 McDonalds Corp COM 580135101 281 3,065 SH SOLE 3,065 0 Microsoft Corp COM 594918104 303 10,185 SH SOLE 10,095 0 90 Pfizer Inc COM 717081103 493 19,840 SH SOLE 17,390 0 2,450 Philip Morris International COM 718172109 207 2,302 SH SOLE 1,895 0 407 US Bancorp COM 902973304 297 8,645 SH SOLE 8,070 0 575 Verizon Communications COM 92343v104 245 5,375 SH SOLE 4,420 0 955 Wells Fargo Company COM 949746101 208 6,016 SH SOLE 5,921 0 95 ------- Total Common Stock 7,034 ======= GRAND TOTAL 7,034
FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 22 Form 13F Information Table Value Total: $ 7,034 List of Other Included Managers: NONE