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