0001405086-16-000425.txt : 20160229 0001405086-16-000425.hdr.sgml : 20160229 20160229163945 ACCESSION NUMBER: 0001405086-16-000425 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 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: 161468757 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 09-30-2015 09-30-2015 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 66 75635 false 1 0001667084 028-17335 LUCIANI PAULA M.
INFORMATION TABLE 2 cr-table-9-30-2015.xml 3M COMPANY COM 88579Y101 530 3736 SH DFND 1 0 3736 0 A T & T INC. COM 00206R102 2662 81718 SH DFND 1 0 81718 0 ABBOTT LABS COM 002824100 228 5677 SH DFND 1 0 5677 0 ABBVIE INC. COM 00287Y109 302 5552 SH DFND 1 0 5552 0 GOOGLE INC. CL A 38259P508 1904 2982 SH DFND 1 0 2982 0 GOOGLE INC. CL C 38259P706 1232 2025 SH DFND 1 0 2025 0 ALTRIA GROUP INC. COM 02209S103 639 11745 SH DFND 1 0 11745 0 AMAZON.COM, INC. COM 023135106 317 620 SH DFND 1 0 620 0 ANADARKO PETROLEUM COM 032511107 851 14100 SH DFND 1 0 14100 0 APPLE INC. COM 037833100 3591 32558 SH DFND 1 0 32558 0 APPLIED MATERIALS INC. COM 038222105 1424 96920 SH DFND 1 0 96920 0 BCE, INC. COM 05534B760 2027 49490 SH DFND 1 0 49490 0 BERKSHIRE HATHAWAY CL B CL B 084670702 291 2233 SH DFND 1 0 2233 0 BOEING CO. COM 097023105 202 1545 SH DFND 1 0 1545 0 BRISTOL-MYERS SQUIBB CO. COM 110122108 945 15970 SH DFND 1 0 15970 0 BUCKEYE PARTNERS LP UNIT LTD PARTN 118230101 213 3600 SH DFND 1 0 3600 0 C.R. BARD INC. COM 067383109 279 1500 SH DFND 1 0 1500 0 CARDINAL HEALTH, INC. COM 14149Y108 2536 33016 SH DFND 1 0 33016 0 CATERPILLAR INC. COM 149123101 783 11985 SH DFND 1 0 11985 0 CBS CORP. CL A 124857103 203 5100 SH DFND 1 0 5100 0 CELGENE CORP. COM 151020104 1724 15939 SH DFND 1 0 15939 0 CHEVRON CORP. COM 166764100 276 3496 SH DFND 1 0 3496 0 COCA-COLA CO. COM 191216100 467 11632 SH DFND 1 0 11632 0 COLGATE PALMOLIVE COM 194162103 323 5087 SH DFND 1 0 5087 0 CONAGRA FOODS, INC. COM 205887102 1805 44555 SH DFND 1 0 44555 0 CONSOLIDATED EDISON INC. COM 209115104 372 5567 SH DFND 1 0 5567 0 DEVON ENERGY COM 25179M103 992 26750 SH DFND 1 0 26750 0 DOMINION RESOURCES, INC. COM 25746U109 355 5050 SH DFND 1 0 5050 0 ESTEE LAUDER COMPANIES INC. CL A 518439104 1593 19745 SH DFND 1 0 19745 0 EXPRESS SCRIPTS HOLDINGS CO. COM 30219G108 340 4200 SH DFND 1 0 4200 0 EXXON MOBIL CORP. COM 30231G102 2482 33376 SH DFND 1 0 33376 0 FORD MOTOR CO. COM 345370860 1743 128450 SH DFND 1 0 128450 0 GENERAL ELECTRIC COM 369604103 3671 145546 SH DFND 1 0 145546 0 HOME DEPOT COM 437076102 619 5363 SH DFND 1 0 5363 0 INTL. BUSINESS MACHINES COM 459200101 426 2939 SH DFND 1 0 2939 0 JOHNSON & JOHNSON COM 478160104 2906 31127 SH DFND 1 0 31127 0 JPMORGAN CHASE & CO. COM 46625H100 305 4996 SH DFND 1 0 4996 0 KINDER MORGAN INC. COM 49456B101 1171 42319 SH DFND 1 0 42319 0 KRAFT HEINZ COMPANY COM 500754106 3647 51675 SH DFND 1 0 51675 0 MARKWEST ENERGY PARTNERS LP UNIT LTD PARTN 570759100 314 7315 SH DFND 1 0 7315 0 MCKESSON CORP. COM 58155Q103 675 3650 SH DFND 1 0 3650 0 MERCK & CO. COM 58933Y105 1872 37900 SH DFND 1 0 37900 0 METLIFE COM 59156R108 1365 28953 SH DFND 1 0 28953 0 MONDELEZ INTL. INC. CL. A CL A 609207105 2779 66374 SH DFND 1 0 66374 0 NEWMARKET CORPORATION COM 651587107 333 932 SH DFND 1 0 932 0 ORACLE CORP. COM 68389X105 353 9786 SH DFND 1 0 9786 0 PAYCHEX INC. COM 704326107 441 9250 SH DFND 1 0 9250 0 PEOPLE'S UNITED FINANCIAL INC. COM 712704105 1374 87319 SH DFND 1 0 87319 0 PEPSICO INC. COM 713448108 3576 37927 SH DFND 1 0 37927 0 PFIZER COM 717081103 721 22954 SH DFND 1 0 22954 0 PHILIP MORRIS INTL. INC. COM 718172109 1028 12960 SH DFND 1 0 12960 0 PPL CORP. COM 69351T106 1851 56293 SH DFND 1 0 56293 0 PROCTER & GAMBLE CO. COM 742718109 359 4996 SH DFND 1 0 4996 0 SANOFI SPONSORED ADR 80105N105 2496 52590 SH DFND 1 0 52590 0 SPDR GOLD SHARES GOLD SHS 78463V107 1536 14374 SH DFND 1 0 14374 0 SPDR MID-CAP UTSER1 78467Y107 632 2538 SH DFND 1 0 2538 0 SPDR S&P 500 ETF TR UNIT 78462F103 902 4705 SH DFND 1 0 4705 0 THE WALT DISNEY CO. COM 254687106 245 2400 SH DFND 1 0 2400 0 U.S. BANCORP COM 902973304 271 6612 SH DFND 1 0 6612 0 UIL HOLDINGS CORP. COM 902748102 1260 25065 SH DFND 1 0 25065 0 UNITED TECHNOLOGIES COM 913017109 1718 19307 SH DFND 1 0 19307 0 VERIZON COMMUNICATIONS COM 92343V104 968 22240 SH DFND 1 0 22240 0 VERTEX PHARMACEUTICALS COM 92532F100 456 4375 SH DFND 1 0 4375 0 WATERS CORP. COM 941848103 201 1700 SH DFND 1 0 1700 0 WESTERN GAS PARTNERS LP COM UNIT LP 958254104 1162 24810 SH DFND 1 0 24810 0 WORKDAY INC. CL. A CL A 98138H101 371 5390 SH DFND 1 0 5390 0