0000715165-13-000001.txt : 20130131 0000715165-13-000001.hdr.sgml : 20130131 20130131123303 ACCESSION NUMBER: 0000715165-13-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130131 DATE AS OF CHANGE: 20130131 EFFECTIVENESS DATE: 20130131 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: 13561664 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 wpam13f12312012.txt 13F REPORT FOR WPAM FOR 12/31/2012 FORM 13F COVER PAGE Report for the Calendar Quarter ended: December 31, 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 January 31, 2013 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-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 541 16,056 SH SOLE 14,380 0 1,676 American Express Co. COM 025816109 231 4,015 SH SOLE 3,975 0 40 Apple Computer Inc COM 037833100 381 716 SH SOLE 710 0 6 Caterpillar Inc COM 149123101 238 2,660 SH SOLE 2,620 0 40 Chevron Corp COM 166764100 572 5,293 SH SOLE 4,770 0 523 Emerson Electric Co. COM 291011104 211 3,993 SH SOLE 3,075 0 918 Exxon Mobil Corp COM 30231g102 240 2,769 SH SOLE 2,769 0 General Electric Co. COM 369604103 257 12,256 SH SOLE 10,845 0 1,411 Honeywell Intl Inc COM 438516106 306 4,819 SH SOLE 4,055 0 764 I B M COM 459200101 455 2,375 SH SOLE 2,250 0 125 JP Morgan Chase & Co. COM 46625h100 466 10,609 SH SOLE 9,375 0 1,234 Mastercard Inc-Cl A COM 57636Q104 251 510 SH SOLE 505 0 5 McDonalds Corp COM 580135101 248 2,815 SH SOLE 2,815 0 Microsoft Corp COM 594918104 245 9,160 SH SOLE 9,070 0 90 Pfizer Inc COM 717081103 549 21,895 SH SOLE 19,570 0 2,325 Philip Morris International COM 718172109 245 2,932 SH SOLE 2,545 0 387 US Bancorp COM 902973304 307 9,605 SH SOLE 8,980 0 625 Verizon Communications COM 92343v104 272 6,280 SH SOLE 5,345 0 935 Wells Fargo Company COM 949746101 243 7,121 SH SOLE 7,051 0 70 ---------- 6,259 ---------- GRAND TOTAL 6,259 ==========
FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 19 Form 13F Information Table Value Total: $ 6,259 List of Other Included Managers: NONE