0001405086-16-000706.txt : 20161209 0001405086-16-000706.hdr.sgml : 20161209 20161209111445 ACCESSION NUMBER: 0001405086-16-000706 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20161209 DATE AS OF CHANGE: 20161209 EFFECTIVENESS DATE: 20161209 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17333 FILM NUMBER: 162043137 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001666624 XXXXXXXX 03-31-2015 03-31-2015 true 1 RESTATEMENT 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 12-08-2016 1 72 90403 false 1 0001667084 028-17335 LUCIANI PAULA M.
INFORMATION TABLE 2 cr-amentable3312015.xml 3M COMPANY COM 88579Y101 617 3738 SH DFND 3738 0 0 A T & T INC. COM 00206R102 2628 80474 SH DFND 80474 0 0 ABBOTT LABS COM 002824100 263 5677 SH DFND 5677 0 0 ABBVIE INC. COM 00287Y109 325 5552 SH DFND 5552 0 0 GOOGLE INC. CL A 38259P508 1613 2907 SH DFND 2907 0 0 GOOGLE INC. CL C 38259P706 1123 2050 SH DFND 2050 0 0 ALTRIA GROUP INC. COM 02209S103 587 11745 SH DFND 11745 0 0 AMAZON.COM, INC. COM 023135106 231 620 SH DFND 620 0 0 ANADARKO PETROLEUM COM 032511107 1652 19950 SH DFND 19950 0 0 APPLE INC. COM 037833100 4069 32701 SH DFND 32701 0 0 BCE, INC. COM 05534B760 2136 50415 SH DFND 50415 0 0 BERKSHIRE HATHAWAY CL B CL B 084670702 322 2233 SH DFND 2233 0 0 BOEING CO. COM 097023105 232 1545 SH DFND 1545 0 0 BRISTOL-MYERS SQUIBB CO. COM 110122108 1030 15975 SH DFND 15975 0 0 BUCKEYE PARTNERS LP UNIT LTD PARTN 118230101 272 3600 SH DFND 3600 0 0 C.R. BARD INC. COM 067383109 728 4350 SH DFND 4350 0 0 CARDINAL HEALTH, INC. COM 14149Y108 2990 33126 SH DFND 33126 0 0 CATERPILLAR INC. COM 149123101 976 12195 SH DFND 12195 0 0 CBS CORP. CL A 124857103 309 5100 SH DFND 5100 0 0 CHEVRON CORP. COM 166764100 682 6496 SH DFND 6496 0 0 COCA-COLA CO. COM 191216100 472 11632 SH DFND 11632 0 0 COLGATE PALMOLIVE COM 194162103 353 5087 SH DFND 5087 0 0 CONAGRA FOODS, INC. COM 205887102 1841 50395 SH DFND 50395 0 0 CONSOLIDATED EDISON INC. COM 209115104 340 5567 SH DFND 5567 0 0 DEVON ENERGY COM 25179M103 1632 27060 SH DFND 27060 0 0 DOMINION RESOURCES, INC. COM 25746U109 358 5050 SH DFND 5050 0 0 ENTERPRISE PRODUCTS PTN. LP COM 293792107 237 7200 SH DFND 7200 0 0 ESTEE LAUDER COMPANIES INC. CL A 518439104 2085 25070 SH DFND 25070 0 0 EXPRESS SCRIPTS HOLDINGS CO. COM 30219G108 364 4200 SH DFND 4200 0 0 EXXON MOBIL CORP. COM 30231G102 2850 33526 SH DFND 33526 0 0 FORD MOTOR CO. COM 345370860 2071 128315 SH DFND 128315 0 0 GENERAL ELECTRIC COM 369604103 3686 148574 SH DFND 148574 0 0 HOME DEPOT COM 437076102 609 5363 SH DFND 5363 0 0 INTERNATIONAL PAPER CO. COM 460146103 2876 51825 SH DFND 51825 0 0 INTL. BUSINESS MACHINES COM 459200101 472 2939 SH DFND 2939 0 0 JOHNSON & JOHNSON COM 478160104 3126 31077 SH DFND 31077 0 0 JPMORGAN CHASE & CO. COM 46625H100 303 4996 SH DFND 4996 0 0 KINDER MORGAN INC. COM 49456B101 2272 54011 SH DFND 54011 0 0 KRAFT FOODS GROUP COM 50076Q106 4594 52729 SH DFND 52729 0 0 MARKWEST ENERGY PARTNERS LP UNIT LTD PARTN 570759100 522 7890 SH DFND 7890 0 0 MCKESSON CORP. COM 58155Q103 826 3650 SH DFND 3650 0 0 MEDTRONIC INC. COM 585055106 496 6357 SH DFND 6357 0 0 MERCK & CO. COM 58933Y105 2212 38495 SH DFND 38495 0 0 METLIFE COM 59156R108 1934 38263 SH DFND 38263 0 0 MONDELEZ INTL. INC. CL. A CL A 609207105 2879 79763 SH DFND 79763 0 0 NEWMARKET CORPORATION COM 651587107 450 942 SH DFND 942 0 0 ORACLE CORP. COM 68389X105 422 9786 SH DFND 9786 0 0 PAYCHEX INC. COM 704326107 459 9250 SH DFND 9250 0 0 PEOPLE'S UNITED FINANCIAL INC. COM 712704105 1344 88419 SH DFND 88419 0 0 PEPSICO INC. COM 713448108 3702 38717 SH DFND 38717 0 0 PFIZER COM 717081103 799 22954 SH DFND 22954 0 0 PHILIP MORRIS INTL. INC. COM 718172109 982 13035 SH DFND 13035 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 201 1900 SH DFND 1900 0 0 PPG INDUSTRIES COM 693506107 242 1075 SH DFND 1075 0 0 PPL CORP. COM 69351T106 1900 56450 SH DFND 56450 0 0 PROCTER & GAMBLE CO. COM 742718109 409 4996 SH DFND 4996 0 0 QUALCOMM INC. COM 747525103 2418 34875 SH DFND 34875 0 0 SANOFI SPONSORED ADR 80105N105 2632 53240 SH DFND 53240 0 0 SPDR GOLD SHARES GOLD SHS 78463V107 1696 14924 SH DFND 14924 0 0 SPDR MID-CAP UTSER1 78467Y107 699 2520 SH DFND 2520 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 965 4675 SH DFND 4675 0 0 THE WALT DISNEY CO. COM 254687106 252 2400 SH DFND 2400 0 0 TUPPERWARE BRANDS COM 899896104 262 3800 SH DFND 3800 0 0 U.S. BANCORP COM 902973304 289 6612 SH DFND 6612 0 0 UIL HOLDINGS CORP. COM 902748102 1304 25365 SH DFND 25365 0 0 UNITED TECHNOLOGIES COM 913017109 2257 19257 SH DFND 19257 0 0 VERIZON COMMUNICATIONS COM 92343V104 1082 22240 SH DFND 22240 0 0 VERTEX PHARMACEUTICALS COM 92532F100 513 4350 SH DFND 4350 0 0 WAL-MART STORES COM 931142103 201 2443 SH DFND 2443 0 0 WATERS CORP. COM 941848103 211 1700 SH DFND 1700 0 0 WESTERN GAS PARTNERS LP COM UNIT LP 958254104 2062 31310 SH DFND 31310 0 0 WORKDAY INC. CL. A CL A 98138H101 455 5390 SH DFND 5390 0 0