0000715165-13-000004.txt : 20130416 0000715165-13-000004.hdr.sgml : 20130416 20130416114819 ACCESSION NUMBER: 0000715165-13-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130416 DATE AS OF CHANGE: 20130416 EFFECTIVENESS DATE: 20130416 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: 13763079 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 wpam13f0313.txt WRIGHT PRIVATE ASSET MANAGEMENT 13 F - 03/31/2013 FORM 13F COVER PAGE Report for the Calendar Quarter ended: March 31, 2013 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 April 15, 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-Mar-13 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 565 15,396 SH SOLE 13,650 0 1,746 American Express Co. COM 025816109 279 4,135 SH SOLE 4,095 0 40 Apple Computer Inc COM 037833100 301 680 SH SOLE 674 0 6 Bank Of America Corp COM 060505104 158 13,000 SH SOLE 12,820 0 180 CVS/Caremark Corp COM 126650100 234 4,250 SH SOLE 4,210 0 40 Caterpillar Inc COM 149123101 268 3,080 SH SOLE 3,040 0 40 Chevron Corp COM 166764100 640 5,386 SH SOLE 4,845 0 541 Cisco System Inc COM 17275r102 214 10,246 SH SOLE 10,138 0 108 Consolidated Edison Inc COM 209115104 228 3,741 SH SOLE 2,900 0 841 Emerson Electric Co. COM 291011104 230 4,123 SH SOLE 3,170 0 953 Exxon Mobil Corp COM 30231g102 219 2,429 SH SOLE 2,429 0 General Electric Co. COM 369604103 277 11,966 SH SOLE 10,490 0 1,476 Gilead Sciences Inc COM 375558103 218 4,447 SH SOLE 4,355 0 92 Honeywell Intl Inc COM 438516106 361 4,789 SH SOLE 3,990 0 799 I B M COM 459200101 500 2,345 SH SOLE 2,215 0 130 JP Morgan Chase & Co. COM 46625h100 528 11,121 SH SOLE 9,825 0 1,296 Johnson & Johnson COM 478160104 218 2,676 SH SOLE 2,655 0 21 Mastercard Inc-Cl A COM 57636Q104 281 520 SH SOLE 515 0 5 McDonalds Corp COM 580135101 239 2,395 SH SOLE 2,395 0 Microsoft Corp COM 594918104 235 8,224 SH SOLE 8,150 0 74 Oracle Corp COM 68389x105 298 9,228 SH SOLE 9,105 0 123 PNC Fin Services Group Inc COM 693475105 201 3,028 SH SOLE 2,330 0 698 Pfizer Inc COM 717081103 628 21,775 SH SOLE 19,375 0 2,400 Philip Morris International COM 718172109 308 3,317 SH SOLE 2,915 0 402 US Bancorp COM 902973304 342 10,075 SH SOLE 9,415 0 660 Verizon Communications COM 92343v104 343 6,985 SH SOLE 6,010 0 975 Wells Fargo Company COM 949746101 307 8,291 SH SOLE 8,221 0 70 -------- Total Common Stock 8,621 -------- GRAND TOTAL 8,621 ========
FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 27 Form 13F Information Table Value Total: $ 8,621 List of Other Included Managers: NONE