0001405086-16-000691.txt : 20161114
0001405086-16-000691.hdr.sgml : 20161111
20161114145910
ACCESSION NUMBER: 0001405086-16-000691
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160930
FILED AS OF DATE: 20161114
DATE AS OF CHANGE: 20161114
EFFECTIVENESS DATE: 20161114
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: 161993971
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
09-30-2016
09-30-2016
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
11-14-2016
1
70
85056
false
1
0001667084
028-17335
LUCIANI PAULA M.
INFORMATION TABLE
2
charter-table-9-30-2016.xml
3M COMPANY
COM
88579Y101
523
2969
SH
DFND
2969
0
0
A T & T INC.
COM
00206R102
3318
81697
SH
DFND
81697
0
0
ABBOTT LABS
COM
002824100
241
5702
SH
DFND
5702
0
0
ABBVIE INC.
COM
00287Y109
352
5577
SH
DFND
5577
0
0
ALBEMARLE CORP.
COM
012653101
270
3160
SH
DFND
3160
0
0
ALPHABET INC. CL. A
CAP STK CL A
02079K305
2458
3057
SH
DFND
3057
0
0
ALPHABET INC. CL. C
CAP STK CL C
02079K107
1529
1967
SH
DFND
1967
0
0
ALTRIA GROUP INC.
COM
02209S103
695
10985
SH
DFND
10985
0
0
AMAZON.COM, INC.
COM
023135106
519
620
SH
DFND
620
0
0
ANADARKO PETROLEUM
COM
032511107
711
11225
SH
DFND
11225
0
0
APPLE INC.
COM
037833100
3693
32667
SH
DFND
32667
0
0
APPLIED MATERIALS INC.
COM
038222105
882
29250
SH
DFND
29250
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
206
2338
SH
DFND
2338
0
0
AVANGRID, INC.
COM
05351W103
1093
26150
SH
DFND
26150
0
0
BCE, INC.
COM
05534B760
2133
46185
SH
DFND
46185
0
0
BERKSHIRE HATHAWAY CL B
CL B
084670702
236
1633
SH
DFND
1633
0
0
BRISTOL-MYERS SQUIBB CO.
COM
110122108
815
15120
SH
DFND
15120
0
0
BUCKEYE PARTNERS LP
UNIT LTD PARTN
118230101
246
3430
SH
DFND
3430
0
0
C.R. BARD INC.
COM
067383109
336
1500
SH
DFND
1500
0
0
CARDINAL HEALTH, INC.
COM
14149Y108
2498
32146
SH
DFND
32146
0
0
CELGENE CORP.
COM
151020104
2073
19834
SH
DFND
19834
0
0
CHEVRON CORP.
COM
166764100
725
7048
SH
DFND
7048
0
0
COCA-COLA CO.
COM
191216100
496
11718
SH
DFND
11718
0
0
COLGATE PALMOLIVE
COM
194162103
366
4943
SH
DFND
4943
0
0
CONAGRA FOODS, INC.
COM
205887102
2012
42715
SH
DFND
42715
0
0
CONSOLIDATED EDISON INC.
COM
209115104
374
4967
SH
DFND
4967
0
0
DEVON ENERGY
COM
25179M103
524
11885
SH
DFND
11885
0
0
DOMINION RESOURCES, INC.
COM
25746U109
378
5085
SH
DFND
5085
0
0
EXPRESS SCRIPTS HOLDINGS CO.
COM
30219G108
296
4200
SH
DFND
4200
0
0
EXXON MOBIL CORP.
COM
30231G102
2610
29901
SH
DFND
29901
0
0
FACEBOOK INC.
CL A
30303M102
1610
12555
SH
DFND
12555
0
0
FORD MOTOR CO.
COM
345370860
1674
138715
SH
DFND
138715
0
0
GENERAL ELECTRIC
COM
369604103
4082
137807
SH
DFND
137807
0
0
HOME DEPOT
COM
437076102
1163
9038
SH
DFND
9038
0
0
INTEL CORP.
COM
458140100
228
6049
SH
DFND
6049
0
0
INTL. BUSINESS MACHINES
COM
459200101
419
2639
SH
DFND
2639
0
0
I-SHARES BARCLAYS TIPS INDEX
TIPS BD ETF
464287176
295
2530
SH
DFND
2530
0
0
JOHNSON & JOHNSON
COM
478160104
3640
30812
SH
DFND
30812
0
0
JPMORGAN CHASE & CO.
COM
46625H100
253
3796
SH
DFND
3796
0
0
KINDER MORGAN INC.
COM
49456B101
592
25588
SH
DFND
25588
0
0
KRAFT HEINZ COMPANY
COM
500754106
3780
42234
SH
DFND
42234
0
0
MCKESSON CORP.
COM
58155Q103
609
3650
SH
DFND
3650
0
0
MERCK & CO.
COM
58933Y105
2353
37698
SH
DFND
37698
0
0
METLIFE
COM
59156R108
1339
30128
SH
DFND
30128
0
0
MONDELEZ INTL. INC.
CL A
609207105
2796
63697
SH
DFND
63697
0
0
NEWMARKET CORP.
COM
651587107
396
922
SH
DFND
922
0
0
ORACLE CORP.
COM
68389X105
376
9575
SH
DFND
9575
0
0
PAYCHEX INC.
COM
704326107
506
8750
SH
DFND
8750
0
0
PEOPLE'S UNITED FINANCIAL INC.
COM
712704105
1352
85452
SH
DFND
85452
0
0
PEPSICO INC.
COM
713448108
3942
36242
SH
DFND
36242
0
0
PFIZER
COM
717081103
687
20294
SH
DFND
20294
0
0
PHILIP MORRIS INTL. INC.
COM
718172109
1237
12725
SH
DFND
12725
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
226
1900
SH
DFND
1900
0
0
PPG INDUSTRIES
COM
693506107
222
2150
SH
DFND
2150
0
0
PPL CORP.
COM
69351T106
1960
56698
SH
DFND
56698
0
0
PROCTER & GAMBLE CO.
COM
742718109
439
4893
SH
DFND
4893
0
0
SANOFI
SPON ADR
80105N105
1900
49755
SH
DFND
49755
0
0
SPDR GOLD SHARES
GOLD SHS
78463V107
1728
13754
SH
DFND
13754
0
0
SPDR S&P 500 ETF
TR UNIT
78462F103
1018
4705
SH
DFND
4705
0
0
SPDR S&P MIDCAP 400 ETF
UTSER1
78467Y107
896
3173
SH
DFND
3173
0
0
THE WALT DISNEY CO.
COM
254687106
2251
24242
SH
DFND
24242
0
0
TUPPERWARE BRANDS
COM
899896104
248
3800
SH
DFND
3800
0
0
U.S. BANCORP
COM
902973304
284
6612
SH
DFND
6612
0
0
UNITED TECHNOLOGIES
COM
913017109
1977
19462
SH
DFND
19462
0
0
VERIZON COMMUNICATIONS
COM
92343V104
1140
21935
SH
DFND
21935
0
0
VERTEX PHARMACEUTICALS
COM
92532F100
373
4275
SH
DFND
4275
0
0
WATERS CORP.
COM
941848103
269
1700
SH
DFND
1700
0
0
WELLS FARGO & CO.
COM
949746101
1990
44940
SH
DFND
44940
0
0
WESTERN GAS PARTNERS LP
COM UNIT LP
958254104
1704
30960
SH
DFND
30960
0
0
WORKDAY INC.
CL A
98138H101
494
5390
SH
DFND
5390
0
0