0001405086-16-000415.txt : 20160229 0001405086-16-000415.hdr.sgml : 20160229 20160229162727 ACCESSION NUMBER: 0001405086-16-000415 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20160229 DATE AS OF CHANGE: 20160229 EFFECTIVENESS DATE: 20160229 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CHARTER RESEARCH & INVESTMENT GROUP, INC. CENTRAL INDEX KEY: 0001666624 IRS NUMBER: 061250037 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17333 FILM NUMBER: 161468160 BUSINESS ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 BUSINESS PHONE: 203-259-4004 MAIL ADDRESS: STREET 1: 2507 POST ROAD STREET 2: 1ST FLOOR CITY: SOUTHPORT STATE: CT ZIP: 06890 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001666624 XXXXXXXX 12-31-2014 12-31-2014 CHARTER RESEARCH & INVESTMENT GROUP, INC.
2507 POST ROAD 1ST FLOOR SOUTHPORT CT 06890
13F HOLDINGS REPORT 028-17333 N
PAULA M. LUCIANI PRESIDENT 203-259-4004 /S/PAULA M. LUCIANI SOUTHPORT CT 02-29-2016 1 73 91197 false 1 0001667084 028-17335 LUCIANI PAULA M.
INFORMATION TABLE 2 charter-table-12-31-2014.xml 3M COMPANY COM 88579Y101 614 3738 SH DFND 1 0 3738 0 A T & T INC. COM 00206R102 2700 80374 SH DFND 1 0 80374 0 ABBOTT LABS COM 002824100 256 5677 SH DFND 1 0 5677 0 ABBVIE INC. COM 00287Y109 363 5552 SH DFND 1 0 5552 0 GOOGLE INC Cl A 38259P508 1551 2922 SH DFND 1 0 2922 0 GOOGLE INC CL C 38259P706 1079 2050 SH DFND 1 0 2050 0 ALTRIA GROUP INC. COM 02209S103 579 11745 SH DFND 1 0 11745 0 ANADARKO PETROLEUM COM 032511107 1643 19920 SH DFND 1 0 19920 0 APPLE INC. COM 037833100 3652 33082 SH DFND 1 0 33082 0 BCE, INC. COM 05534B760 2329 50775 SH DFND 1 0 50775 0 BERKSHIRE HATHAWAY CL B CL B 084670702 335 2233 SH DFND 1 0 2233 0 BOEING CO. COM 097023105 201 1545 SH DFND 1 0 1545 0 BRISTOL-MYERS SQUIBB CO. COM 110122108 943 15975 SH DFND 1 0 15975 0 BUCKEYE PARTNERS LP UNIT LTD PARTN 118230101 272 3600 SH DFND 1 0 3600 0 C.R. BARD INC. COM 067383109 725 4350 SH DFND 1 0 4350 0 CARDINAL HEALTH, INC. COM 14149Y108 2676 33151 SH DFND 1 0 33151 0 CATERPILLAR INC. COM 149123101 1132 12370 SH DFND 1 0 12370 0 CBS CORP. CL A 124857103 282 5100 SH DFND 1 0 5100 0 CHEVRON CORP. COM 166764100 729 6496 SH DFND 1 0 6496 0 COCA-COLA CO. COM 191216100 491 11632 SH DFND 1 0 11632 0 COLGATE PALMOLIVE COM 194162103 352 5087 SH DFND 1 0 5087 0 CONAGRA FOODS, INC. COM 205887102 1848 50940 SH DFND 1 0 50940 0 CONOCOPHILLIPS COM 20825C104 218 3157 SH DFND 1 0 3157 0 CONSOLIDATED EDISON INC. COM 209115104 367 5567 SH DFND 1 0 5567 0 COVIDIEN LTD. SHS G2554F113 680 6650 SH DFND 1 0 6650 0 DEVON ENERGY COM 25179M103 1664 27185 SH DFND 1 0 27185 0 DOMINION RESOURCES, INC. COM 25746U109 388 5050 SH DFND 1 0 5050 0 DRESSER-RAND GROUP INC. COM 261608103 2143 26200 SH DFND 1 0 26200 0 DUKE ENERGY CORP. COM 26441C204 211 2522 SH DFND 1 0 2522 0 ENTERPRISE PRODUCTS PTN. LP COM 293792107 260 7200 SH DFND 1 0 7200 0 ESTEE LAUDER COMPANIES INC. CL A 518439104 1972 25885 SH DFND 1 0 25885 0 EXPRESS SCRIPTS HOLDINGS CO. COM 30219G108 356 4200 SH DFND 1 0 4200 0 EXXON MOBIL CORP. COM 30231G102 3086 33376 SH DFND 1 0 33376 0 FORD MOTOR CO. COM 345370860 1997 128829 SH DFND 1 0 128829 0 GENERAL ELECTRIC COM 369604103 3759 148768 SH DFND 1 0 148768 0 HOME DEPOT COM 437076102 563 5363 SH DFND 1 0 5363 0 INTEL CORP. COM 458140100 220 6049 SH DFND 1 0 6049 0 INTERNATIONAL PAPER CO. COM 460146103 2775 51785 SH DFND 1 0 51785 0 INTL. BUSINESS MACHINES COM 459200101 472 2939 SH DFND 1 0 2939 0 JOHNSON & JOHNSON COM 478160104 3272 31292 SH DFND 1 0 31292 0 JPMORGAN CHASE & CO. COM 46625H100 313 4996 SH DFND 1 0 4996 0 KINDER MORGAN INC. COM 49456B101 2256 53330 SH DFND 1 0 53330 0 KRAFT FOODS GROUP COM 50076Q106 3268 52149 SH DFND 1 0 52149 0 MARKWEST ENERGY PARTNERS LP UNIT LTD PARTN 570759100 530 7890 SH DFND 1 0 7890 0 MCKESSON CORP. COM 58155Q103 758 3650 SH DFND 1 0 3650 0 MERCK & CO. COM 58933Y105 2139 37670 SH DFND 1 0 37670 0 METLIFE COM 59156R108 2083 38508 SH DFND 1 0 38508 0 MONDELEZ INTL. INC. CL. A CL A 609207105 2861 78762 SH DFND 1 0 78762 0 NEWMARKET CORPORATION COM 651587107 380 942 SH DFND 1 0 942 0 ORACLE CORP. COM 68389X105 501 11136 SH DFND 1 0 11136 0 PAYCHEX INC. COM 704326107 427 9250 SH DFND 1 0 9250 0 PEOPLE'S UNITED FINANCIAL INC. COM 712704105 1342 88419 SH DFND 1 0 88419 0 PEPSICO INC. COM 713448108 3671 38817 SH DFND 1 0 38817 0 PFIZER COM 717081103 715 22954 SH DFND 1 0 22954 0 PHILIP MORRIS INTL. INC. COM 718172109 1121 13760 SH DFND 1 0 13760 0 PPG INDUSTRIES COM 693506107 248 1075 SH DFND 1 0 1075 0 PPL CORP. COM 69351T106 2000 55050 SH DFND 1 0 55050 0 PROCTER & GAMBLE CO. COM 742718109 455 4996 SH DFND 1 0 4996 0 QUALCOMM INC. COM 747525103 2599 34970 SH DFND 1 0 34970 0 SANOFI SPONSORED ADR 80105N105 2424 53145 SH DFND 1 0 53145 0 SPDR GOLD SHARES GOLD SHS 78463V107 1738 15299 SH DFND 1 0 15299 0 SPDR MID-CAP UTSER1 78467Y107 665 2520 SH DFND 1 0 2520 0 SPDR S&P 500 ETF TR UNIT 78462F103 961 4675 SH DFND 1 0 4675 0 THE WALT DISNEY CO. COM 254687106 226 2400 SH DFND 1 0 2400 0 TUPPERWARE BRANDS COM 899896104 239 3800 SH DFND 1 0 3800 0 U.S. BANCORP COM 902973304 297 6612 SH DFND 1 0 6612 0 UIL HOLDINGS CORP. COM 902748102 1108 25450 SH DFND 1 0 25450 0 UNITED TECHNOLOGIES COM 913017109 2223 19332 SH DFND 1 0 19332 0 VERIZON COMMUNICATIONS COM 92343V104 1040 22240 SH DFND 1 0 22240 0 VERTEX PHARMACEUTICALS COM 92532F100 517 4350 SH DFND 1 0 4350 0 WAL-MART STORES COM 931142103 210 2443 SH DFND 1 0 2443 0 WESTERN GAS PARTNERS LP COM UNIT LP 958254104 2287 31310 SH DFND 1 0 31310 0 WORKDAY INC. CL. A CL A 98138H101 440 5390 SH DFND 1 0 5390 0