0001405086-18-000258.txt : 20181114
0001405086-18-000258.hdr.sgml : 20181114
20181114102448
ACCESSION NUMBER: 0001405086-18-000258
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181114
DATE AS OF CHANGE: 20181114
EFFECTIVENESS DATE: 20181114
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: 181181129
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
09-30-2018
09-30-2018
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
11-14-2018
1
77
91700
false
1
0001667084
028-17335
LUCIANI PAULA M.
INFORMATION TABLE
2
charter-table-q3-9-30-2018.xml
3M CO
COM
88579Y101
622
2951
SH
DFND
2951
0
0
AT&T INC
COM
00206R102
2736
81464
SH
DFND
81464
0
0
ABBOTT LABS
COM
002824100
424
5784
SH
DFND
5784
0
0
ABBVIE INC
COM
00287Y109
523
5534
SH
DFND
5534
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1387
8152
SH
DFND
8152
0
0
AIR PRODS & CHEMS INC
COM
009158106
231
1384
SH
DFND
1384
0
0
ALBEMARLE CORP
COM
012653101
351
3515
SH
DFND
3515
0
0
ALLETE INC
COM NEW
018522300
225
3003
SH
DFND
3003
0
0
ALPHABET INC
CAP STK CL A
02079K305
3523
2919
SH
DFND
2919
0
0
ALPHABET INC
CAP STK CL C
02079K107
2024
1696
SH
DFND
1696
0
0
ALTRIA GROUP INC
COM
02209S103
644
10685
SH
DFND
10685
0
0
AMAZON COM INC
COM
023135106
1590
794
SH
DFND
794
0
0
ANADARKO PETE CORP
COM
032511107
458
6795
SH
DFND
6795
0
0
APPLE INC
COM
037833100
5509
24406
SH
DFND
24406
0
0
APPLIED MATLS INC
COM
038222105
1131
29250
SH
DFND
29250
0
0
AQUA AMERICA INC
COM
03836W103
219
5930
SH
DFND
5930
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
460
3053
SH
DFND
3053
0
0
AVANGRID INC
COM
05351W103
1202
25075
SH
DFND
25075
0
0
BANK AMER CORP
COM
060505104
2310
78395
SH
DFND
78395
0
0
BCE INC
COM NEW
05534B760
1751
43220
SH
DFND
43220
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
913
4263
SH
DFND
4263
0
0
BOEING CO
COM
097023105
218
587
SH
DFND
587
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
2590
41720
SH
DFND
41720
0
0
CELGENE CORP
COM
151020104
1420
15864
SH
DFND
15864
0
0
CHEVRON CORP NEW
COM
166764100
857
7012
SH
DFND
7012
0
0
COCA COLA CO
COM
191216100
543
11750
SH
DFND
11750
0
0
COLGATE PALMOLIVE CO
COM
194162103
385
5752
SH
DFND
5752
0
0
CONAGRA BRANDS INC
COM
205887102
1480
43565
SH
DFND
43565
0
0
CONSOLIDATED EDISON INC
COM
209115104
426
5595
SH
DFND
5595
0
0
CSX CORP
COM
126408103
262
3533
SH
DFND
3533
0
0
DEVON ENERGY CORP NEW
COM
25179M103
317
7930
SH
DFND
7930
0
0
DOMINION ENERGY INC
COM
25746U109
357
5085
SH
DFND
5085
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
1582
12125
SH
DFND
12125
0
0
EXXON MOBIL CORP
COM
30231G102
3230
37987
SH
DFND
37987
0
0
FACEBOOK INC
CL A
30303M102
1601
9737
SH
DFND
9737
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
1190
128650
SH
DFND
128650
0
0
GENERAL ELECTRIC CO
COM
369604103
1030
91201
SH
DFND
91201
0
0
HOME DEPOT INC
COM
437076102
1811
8743
SH
DFND
8743
0
0
INTEL CORP
COM
458140100
243
5145
SH
DFND
5145
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
351
2319
SH
DFND
2319
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
260
1400
SH
DFND
1400
0
0
ISHARES TR
TIPS BD ETF
464287176
258
2330
SH
DFND
2330
0
0
JOHNSON & JOHNSON
COM
478160104
5115
37021
SH
DFND
37021
0
0
JPMORGAN CHASE & CO
COM
46625H100
398
3528
SH
DFND
3528
0
0
KINDER MORGAN INC DEL
COM
49456B101
480
27064
SH
DFND
27064
0
0
KRAFT HEINZ CO
COM
500754106
2279
41351
SH
DFND
41351
0
0
MCDONALDS CORP
COM
580135101
263
1575
SH
DFND
1575
0
0
MCKESSON CORP
COM
58155Q103
484
3650
SH
DFND
3650
0
0
MERCK & CO INC
COM
58933Y105
2738
38599
SH
DFND
38599
0
0
METLIFE INC
COM
59156R108
1456
31163
SH
DFND
31163
0
0
MICHAELS COS INC
COM
59408Q106
864
53235
SH
DFND
53235
0
0
MONDELEZ INTL INC
CL A
609207105
2620
60989
SH
DFND
60989
0
0
NEWMARKET CORP
COM
651587107
368
908
SH
DFND
908
0
0
NEXTERA ENERGY INC
COM
65339F101
228
1361
SH
DFND
1361
0
0
ORACLE CORP
COM
68389X105
402
7800
SH
DFND
7800
0
0
PAYCHEX INC
COM
704326107
644
8750
SH
DFND
8750
0
0
PEOPLES UNITED FINANCIAL INC
COM
712704105
1415
82635
SH
DFND
82635
0
0
PEPSICO INC
COM
713448108
3932
35167
SH
DFND
35167
0
0
PFIZER INC
COM
717081103
804
18234
SH
DFND
18234
0
0
PHILIP MORRIS INTL INC
COM
718172109
970
11890
SH
DFND
11890
0
0
PPG INDS INC
COM
693506107
235
2150
SH
DFND
2150
0
0
PPL CORP
COM
69351T106
1595
54513
SH
DFND
54513
0
0
PROCTER AND GAMBLE CO
COM
742718109
415
4989
SH
DFND
4989
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
1407
12479
SH
DFND
12479
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1750
6021
SH
DFND
6021
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1773
4826
SH
DFND
4826
0
0
STRYKER CORP
COM
863667101
205
1155
SH
DFND
1155
0
0
DISNEY WALT CO
COM DISNEY
254687106
2860
24459
SH
DFND
24459
0
0
TWITTER INC
COM
90184L102
277
9735
SH
DFND
9735
0
0
US BANCORP DEL
COM NEW
902973304
349
6612
SH
DFND
6612
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
2651
18961
SH
DFND
18961
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
294
1450
SH
DFND
1450
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1291
24178
SH
DFND
24178
0
0
WALMART INC
COM
931142103
229
2443
SH
DFND
2443
0
0
WATERS CORP
COM
941848103
331
1700
SH
DFND
1700
0
0
WESTERN GAS PARTNERS LP
COM UNIT LP IN
958254104
1335
30560
SH
DFND
30560
0
0
WORKDAY INC
CL A
98138H101
599
4100
SH
DFND
4100
0
0