0001405086-16-000716.txt : 20161209
0001405086-16-000716.hdr.sgml : 20161209
20161209112629
ACCESSION NUMBER: 0001405086-16-000716
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
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: 162043160
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
06-30-2016
06-30-2016
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
87465
false
1
0001667084
028-17335
LUCIANI PAULA M.
INFORMATION TABLE
2
cr-amentable-6302016.xml
3M COMPANY
COM
88579Y101
520
2969
SH
DFND
2969
0
0
A T & T INC.
COM
00206R102
3544
82022
SH
DFND
82022
0
0
ABBOTT LABS
COM
002824100
224
5702
SH
DFND
5702
0
0
ABBVIE INC.
COM
00287Y109
345
5577
SH
DFND
5577
0
0
ALBEMARLE CORP.
COM
012653101
251
3170
SH
DFND
3170
0
0
ALPHABET INC. CL. A
CAP STK CL A
02079K305
2163
3075
SH
DFND
3075
0
0
ALPHABET INC. CL. C
CAP STK CL C
02079K107
1361
1967
SH
DFND
1967
0
0
ALTRIA GROUP INC.
COM
02209S103
758
10985
SH
DFND
10985
0
0
AMAZON.COM, INC.
COM
023135106
444
620
SH
DFND
620
0
0
ANADARKO PETROLEUM
COM
032511107
946
17750
SH
DFND
17750
0
0
APPLE INC.
COM
037833100
3070
32112
SH
DFND
32112
0
0
APPLIED MATERIALS INC.
COM
038222105
720
30025
SH
DFND
30025
0
0
AQUA AMERICA
COM
03836W103
219
6150
SH
DFND
6150
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
215
2338
SH
DFND
2338
0
0
AVANGRID, INC.
COM
05351W103
1180
25615
SH
DFND
25615
0
0
BCE, INC.
COM
05534B760
2194
46375
SH
DFND
46375
0
0
BERKSHIRE HATHAWAY CL B
CL B
084670702
236
1633
SH
DFND
1633
0
0
BRISTOL-MYERS SQUIBB CO.
COM
110122108
1112
15120
SH
DFND
15120
0
0
BUCKEYE PARTNERS LP
UNIT LTD PARTN
118230101
241
3430
SH
DFND
3430
0
0
C.R. BARD INC.
COM
067383109
353
1500
SH
DFND
1500
0
0
CARDINAL HEALTH, INC.
COM
14149Y108
2473
31696
SH
DFND
31696
0
0
CELGENE CORP.
COM
151020104
1957
19844
SH
DFND
19844
0
0
CHEVRON CORP.
COM
166764100
739
7048
SH
DFND
7048
0
0
COCA-COLA CO.
COM
191216100
531
11718
SH
DFND
11718
0
0
COLGATE PALMOLIVE
COM
194162103
376
5143
SH
DFND
5143
0
0
CONAGRA FOODS, INC.
COM
205887102
2042
42715
SH
DFND
42715
0
0
CONSOLIDATED EDISON INC.
COM
209115104
400
4967
SH
DFND
4967
0
0
DEVON ENERGY
COM
25179M103
435
12010
SH
DFND
12010
0
0
DOMINION RESOURCES, INC.
COM
25746U109
396
5085
SH
DFND
5085
0
0
ESTEE LAUDER COMPANIES INC.
CL A
518439104
1712
18805
SH
DFND
18805
0
0
EXPRESS SCRIPTS HOLDINGS CO.
COM
30219G108
318
4200
SH
DFND
4200
0
0
EXXON MOBIL CORP.
COM
30231G102
2843
30326
SH
DFND
30326
0
0
FACEBOOK INC.
CL A
30303M102
1446
12650
SH
DFND
12650
0
0
FORD MOTOR CO.
COM
345370860
1681
133750
SH
DFND
133750
0
0
GENERAL ELECTRIC
COM
369604103
4359
138467
SH
DFND
138467
0
0
HOME DEPOT
COM
437076102
1154
9038
SH
DFND
9038
0
0
INTL. BUSINESS MACHINES
COM
459200101
401
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
3771
31092
SH
DFND
31092
0
0
JPMORGAN CHASE & CO.
COM
46625H100
236
3796
SH
DFND
3796
0
0
KINDER MORGAN INC.
COM
49456B101
542
28937
SH
DFND
28937
0
0
KRAFT HEINZ COMPANY
COM
500754106
3750
42379
SH
DFND
42379
0
0
MCDONALD'S CORP.
COM
580135101
202
1675
SH
DFND
1675
0
0
MCKESSON CORP.
COM
58155Q103
681
3650
SH
DFND
3650
0
0
MERCK & CO.
COM
58933Y105
2197
38148
SH
DFND
38148
0
0
METLIFE
COM
59156R108
1559
39143
SH
DFND
39143
0
0
MONDELEZ INTL. INC.
CL A
609207105
2930
64376
SH
DFND
64376
0
0
NEWMARKET CORP.
COM
651587107
382
922
SH
DFND
922
0
0
ORACLE CORP.
COM
68389X105
392
9575
SH
DFND
9575
0
0
PAYCHEX INC.
COM
704326107
521
8750
SH
DFND
8750
0
0
PEOPLE'S UNITED FINANCIAL INC.
COM
712704105
1253
85452
SH
DFND
85452
0
0
PEPSICO INC.
COM
713448108
3880
36622
SH
DFND
36622
0
0
PFIZER
COM
717081103
808
22954
SH
DFND
22954
0
0
PHILIP MORRIS INTL. INC.
COM
718172109
1296
12745
SH
DFND
12745
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
204
1900
SH
DFND
1900
0
0
PPG INDUSTRIES
COM
693506107
224
2150
SH
DFND
2150
0
0
PPL CORP.
COM
69351T106
2165
57348
SH
DFND
57348
0
0
PROCTER & GAMBLE CO.
COM
742718109
414
4893
SH
DFND
4893
0
0
SANOFI
SPONSORED ADR
80105N105
2092
50005
SH
DFND
50005
0
0
SPDR GOLD SHARES
GOLD SHS
78463V107
1749
13829
SH
DFND
13829
0
0
SPDR S&P MID-CAP 400 ETF
UTSER1
78467Y107
842
3093
SH
DFND
3093
0
0
SPDR S&P 500 ETF
TR UNIT
78462F103
986
4705
SH
DFND
4705
0
0
THE WALT DISNEY CO.
COM
254687106
2329
23807
SH
DFND
23807
0
0
TUPPERWARE BRANDS
COM
899896104
214
3800
SH
DFND
3800
0
0
U.S. BANCORP
COM
902973304
267
6612
SH
DFND
6612
0
0
UNITED TECHNOLOGIES
COM
913017109
1997
19477
SH
DFND
19477
0
0
VERIZON COMMUNICATIONS
COM
92343V104
1225
21935
SH
DFND
21935
0
0
VERTEX PHARMACEUTICALS
COM
92532F100
368
4275
SH
DFND
4275
0
0
WATERS CORP.
COM
941848103
239
1700
SH
DFND
1700
0
0
WELLS FARGO & CO.
COM
949746101
2134
45095
SH
DFND
45095
0
0
WESTERN GAS PARTNERS LP
COM UNIT LP
958254104
1560
30960
SH
DFND
30960
0
0
WORKDAY INC.
CL A
98138H101
402
5390
SH
DFND
5390
0
0