$10.9 Million is the total value of Wright Private Asset Management's 34 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Chevron Corp | 1 | Q2 2013 | 6.1% |
| Pfizer Inc | 1 | Q2 2013 | 6.0% |
| JP Morgan Chase & Co. | 1 | Q2 2013 | 5.5% |
| AT&T Inc | 1 | Q2 2013 | 5.2% |
| I B M | 1 | Q2 2013 | 4.4% |
| US Bancorp | 1 | Q2 2013 | 3.6% |
| Verizon Communications | 1 | Q2 2013 | 3.5% |
| Honeywell Intl Inc | 1 | Q2 2013 | 3.5% |
| Wells Fargo Company | 1 | Q2 2013 | 3.4% |
| Microsoft Corp | 1 | Q2 2013 | 3.2% |
View Wright Private Asset Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2013-07-31 |
| 13F-HR | 2013-04-16 |
| 13F-HR | 2013-01-31 |
| 13F-HR | 2012-10-26 |
| 13F-HR | 2012-07-30 |
| 13F-HR | 2012-05-03 |
| 13F-HR | 2012-02-08 |
| 13F-HR | 2011-10-27 |
| 13F-HR | 2011-07-13 |
| 13F-HR | 2011-05-03 |
View Wright Private Asset Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.