0000715165-12-000004.txt : 20120503
0000715165-12-000004.hdr.sgml : 20120503
20120503153515
ACCESSION NUMBER: 0000715165-12-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120331
FILED AS OF DATE: 20120503
DATE AS OF CHANGE: 20120503
EFFECTIVENESS DATE: 20120503
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: 12809394
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
wpam13f032012.txt
WRIGHT PRIVATE ASSET MANAGEMENT 13F REPORT MARCH31,2012
FORM 13F COVER PAGE
Report for the Calendar Quarter ended: March 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 May 3, 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
31-Mar-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 556 17,812 SH SOLE 16,016 0 1,796
American Express Co. COM 025816109 243 4,200 SH SOLE 4,160 0 40
Apple Computer Inc COM 037833100 555 926 SH SOLE 915 0 11
Caterpillar Inc COM 149123101 267 2,505 SH SOLE 2,465 0 40
Chevron Corp COM 166764100 700 6,533 SH SOLE 5,970 0 563
Cisco System Inc COM 17275r102 233 11,000 SH SOLE 10,863 0 137
Coach Inc COM 189754104 241 3,119 SH SOLE 3,115 0 4
Coca Cola Co. COM 191216100 230 3,111 SH SOLE 3,105 0 6
Consolidated Edison Inc COM 209115104 222 3,806 SH SOLE 2,925 0 881
Emerson Electric Co. COM 291011104 217 4,153 SH SOLE 3,220 0 933
Exxon Mobil Corp COM 30231g102 346 3,988 SH SOLE 3,988 0
General Electric Co. COM 369604103 299 14,916 SH SOLE 13,360 0 1,556
Honeywell Intl Inc COM 438516106 342 5,604 SH SOLE 4,830 0 774
I B M COM 459200101 559 2,680 SH SOLE 2,540 0 140
Intel Corp COM 458140100 304 10,825 SH SOLE 10,815 0 10
JP Morgan Chase & Co. COM 46625h100 493 10,730 SH SOLE 9,500 0 1,230
Johnson & Johnson COM 478160104 282 4,281 SH SOLE 4,255 0 26
Mastercard Inc-Cl A COM 57636Q104 229 545 SH SOLE 540 0 5
McDonalds Corp COM 580135101 379 3,860 SH SOLE 3,860 0
Microchip Technology Inc COM 595017104 198 5,318 SH SOLE 4,050 0 1,268
Microsoft Corp COM 594918104 364 11,275 SH SOLE 11,205 0 70
PNC Fin Services Group Inc COM 693475105 193 2,998 SH SOLE 2,350 0 648
Pfizer Inc COM 717081103 489 21,595 SH SOLE 19,125 0 2,470
US Bancorp COM 902973304 301 9,515 SH SOLE 8,950 0 565
United Technologies COM 913017109 206 2,485 SH SOLE 2,485 0
Verizon Communications COM 92343v104 227 5,945 SH SOLE 4,970 0 975
Wellpoint Inc COM 94973v107 195 2,645 SH SOLE 2,610 0 35
Wells Fargo Company COM 949746101 225 6,601 SH SOLE 6,506 0 95
--------
TOTAL COMMON STOCK 9,098
ADRS
----
Toronto Dominion Bank (Ny Shs) 891160509 198 2,335 SH SOLE 1,900 0 435
--------
GRAND TOTAL 9,297
========
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: $ 9,297
List of Other Included Managers: NONE