0001405086-19-000366.txt : 20191114
0001405086-19-000366.hdr.sgml : 20191114
20191114100956
ACCESSION NUMBER: 0001405086-19-000366
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191217231
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
09-30-2019
09-30-2019
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
11-14-2019
1
75
92322
false
1
0001667084
028-17335
LUCIANI PAULA M.
INFORMATION TABLE
2
charter-table-q3-2019.eis.xml
3M CO
COM
88579Y101
480
2918
SH
DFND
2918
0
0
AT&T INC
COM
00206R102
3215
84952
SH
DFND
84952
0
0
ABBOTT LABS
COM
002824100
508
6077
SH
DFND
6077
0
0
ABBVIE INC
COM
00287Y109
457
6034
SH
DFND
6034
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1549
8052
SH
DFND
8052
0
0
AIR PRODS & CHEMS INC
COM
009158106
313
1413
SH
DFND
1413
0
0
ALBEMARLE CORP
COM
012653101
1150
16545
SH
DFND
16545
0
0
ALLETE INC
COM NEW
018522300
262
3003
SH
DFND
3003
0
0
ALPHABET INC
CAP STK CL A
02079K305
3429
2808
SH
DFND
2808
0
0
ALPHABET INC
CAP STK CL C
02079K107
1998
1639
SH
DFND
1639
0
0
ALTRIA GROUP INC
COM
02209S103
1083
26485
SH
DFND
26485
0
0
AMAZON COM INC
COM
023135106
996
574
SH
DFND
574
0
0
APPLE INC
COM
037833100
5203
23231
SH
DFND
23231
0
0
APPLIED MATLS INC
COM
038222105
763
15300
SH
DFND
15300
0
0
AQUA AMERICA INC
COM
03836W103
266
5930
SH
DFND
5930
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
488
3023
SH
DFND
3023
0
0
AVANGRID INC
COM
05351W103
1224
23420
SH
DFND
23420
0
0
BANK AMER CORP
COM
060505104
2266
77695
SH
DFND
77695
0
0
BCE INC
COM NEW
05534B760
2006
41431
SH
DFND
41431
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
887
4263
SH
DFND
4263
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
2154
42470
SH
DFND
42470
0
0
CELGENE CORP
COM
151020104
1267
12757
SH
DFND
12757
0
0
CHEVRON CORP NEW
COM
166764100
829
6988
SH
DFND
6988
0
0
COCA COLA CO
COM
191216100
653
11992
SH
DFND
11992
0
0
COLGATE PALMOLIVE CO
COM
194162103
467
6352
SH
DFND
6352
0
0
CONAGRA BRANDS INC
COM
205887102
1262
41140
SH
DFND
41140
0
0
CONSOLIDATED EDISON INC
COM
209115104
533
5645
SH
DFND
5645
0
0
DOMINION ENERGY INC
COM
25746U109
372
4585
SH
DFND
4585
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
705
24665
SH
DFND
24665
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
1613
12000
SH
DFND
12000
0
0
EXXON MOBIL CORP
COM
30231G102
3021
42784
SH
DFND
42784
0
0
FACEBOOK INC
CL A
30303M102
1669
9371
SH
DFND
9371
0
0
FORD MTR CO DEL
COM
345370860
962
105075
SH
DFND
105075
0
0
GENERAL ELECTRIC CO
COM
369604103
612
68486
SH
DFND
68486
0
0
HOME DEPOT INC
COM
437076102
2029
8743
SH
DFND
8743
0
0
INTEL CORP
COM
458140100
265
5145
SH
DFND
5145
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
337
2319
SH
DFND
2319
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
233
1235
SH
DFND
1235
0
0
ISHARES TR
TIPS BD ETF
464287176
271
2330
SH
DFND
2330
0
0
JOHNSON & JOHNSON
COM
478160104
4577
35377
SH
DFND
35377
0
0
JPMORGAN CHASE & CO
COM
46625H100
439
3731
SH
DFND
3731
0
0
KINDER MORGAN INC DEL
COM
49456B101
689
33416
SH
DFND
33416
0
0
KRAFT HEINZ CO
COM
500754106
910
32571
SH
DFND
32571
0
0
MCDONALDS CORP
COM
580135101
348
1621
SH
DFND
1621
0
0
MCKESSON CORP
COM
58155Q103
499
3650
SH
DFND
3650
0
0
MERCK & CO INC
COM
58933Y105
3170
37654
SH
DFND
37654
0
0
METLIFE INC
COM
59156R108
1379
29248
SH
DFND
29248
0
0
MICROSOFT CORP
COM
594918104
252
1813
SH
DFND
1813
0
0
MONDELEZ INTL INC
CL A
609207105
3499
63249
SH
DFND
63249
0
0
NEWMARKET CORP
COM
651587107
363
768
SH
DFND
768
0
0
NEXTERA ENERGY INC
COM
65339F101
317
1361
SH
DFND
1361
0
0
ORACLE CORP
COM
68389X105
429
7800
SH
DFND
7800
0
0
PAYCHEX INC
COM
704326107
724
8750
SH
DFND
8750
0
0
PEOPLES UTD FINL INC
COM
712704105
1257
80400
SH
DFND
80400
0
0
PEPSICO INC
COM
713448108
4064
29640
SH
DFND
29640
0
0
PFIZER INC
COM
717081103
646
17984
SH
DFND
17984
0
0
PHILIP MORRIS INTL INC
COM
718172109
1142
15040
SH
DFND
15040
0
0
PPG INDS INC
COM
693506107
444
3750
SH
DFND
3750
0
0
PPL CORP
COM
69351T106
1622
51521
SH
DFND
51521
0
0
PROCTER & GAMBLE CO
COM
742718109
633
5088
SH
DFND
5088
0
0
SALESFORCE COM INC
COM
79466L302
1184
7978
SH
DFND
7978
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
1632
11754
SH
DFND
11754
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1849
6230
SH
DFND
6230
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1809
5131
SH
DFND
5131
0
0
STRYKER CORP
COM
863667101
244
1130
SH
DFND
1130
0
0
TWITTER INC
COM
90184L102
496
12035
SH
DFND
12035
0
0
US BANCORP DEL
COM NEW
902973304
366
6612
SH
DFND
6612
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
2572
18843
SH
DFND
18843
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
313
1450
SH
DFND
1450
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1584
26235
SH
DFND
26235
0
0
WALMART INC
COM
931142103
303
2556
SH
DFND
2556
0
0
DISNEY WALT CO
COM DISNEY
254687106
2781
21339
SH
DFND
21339
0
0
WATERS CORP
COM
941848103
379
1700
SH
DFND
1700
0
0
WESTERN MIDSTREAM PARTNERS L
COM UNIT LP INT
958669103
1130
45405
SH
DFND
45405
0
0
WORKDAY INC
CL A
98138H101
480
2825
SH
DFND
2825
0
0