0001405086-20-000232.txt : 20200812
0001405086-20-000232.hdr.sgml : 20200812
20200812155010
ACCESSION NUMBER: 0001405086-20-000232
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200812
DATE AS OF CHANGE: 20200812
EFFECTIVENESS DATE: 20200812
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: 201095382
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
06-30-2020
06-30-2020
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
08-12-2020
1
75
86738
false
1
0001667084
028-17335
LUCIANI PAULA M.
INFORMATION TABLE
2
charter-table-q2-2020.xml
3M CO
COM
88579Y101
395
2531
SH
DFND
2531
0
0
AT&T INC
COM
00206R102
2665
88152
SH
DFND
88152
0
0
ABBOTT LABS
COM
002824100
561
6138
SH
DFND
6138
0
0
ABBVIE INC
COM
00287Y109
592
6034
SH
DFND
6034
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
652
3036
SH
DFND
3036
0
0
AIR PRODS & CHEMS INC
COM
009158106
334
1384
SH
DFND
1384
0
0
ALBEMARLE CORP
COM
012653101
1120
14503
SH
DFND
14503
0
0
ALPHABET INC
CAP STK CL A
02079K305
4057
2861
SH
DFND
2861
0
0
ALPHABET INC
CAP STK CL C
02079K107
2103
1488
SH
DFND
1488
0
0
ALTRIA GROUP INC
COM
02209S103
917
23367
SH
DFND
23367
0
0
AMAZON COM INC
COM
023135106
1710
620
SH
DFND
620
0
0
APPLE INC
COM
037833100
8336
22852
SH
DFND
22852
0
0
APPLIED MATLS INC
COM
038222105
925
15300
SH
DFND
15300
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
414
2783
SH
DFND
2783
0
0
AVANGRID INC
COM
05351W103
1061
25285
SH
DFND
25285
0
0
BK OF AMERICA CORP
COM
060505104
1509
63550
SH
DFND
63550
0
0
BCE INC
COM NEW
05534B760
1756
42051
SH
DFND
42051
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
328
1838
SH
DFND
1838
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
3296
56062
SH
DFND
56062
0
0
BRISTOL-MYERS SQUIBB CO
RIGHT 12/30/2030
110122140
46
12797
SH
DFND
12797
0
0
CHEVRON CORP NEW
COM
166764100
308
3449
SH
DFND
3449
0
0
COCA COLA CO
COM
191216100
515
11535
SH
DFND
11535
0
0
COLGATE PALMOLIVE CO
COM
194162103
465
6352
SH
DFND
6352
0
0
CONAGRA BRANDS INC
COM
205887102
1563
44430
SH
DFND
44430
0
0
CONSOLIDATED EDISON INC
COM
209115104
406
5645
SH
DFND
5645
0
0
CSX CORP
COM
126408103
201
2880
SH
DFND
2880
0
0
DOMINION ENERGY INC
COM
25746U109
372
4585
SH
DFND
4585
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
415
22865
SH
DFND
22865
0
0
ESSENTIAL UTILS INC
COM
29670G102
250
5930
SH
DFND
5930
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
592
7200
SH
DFND
7200
0
0
EXXON MOBIL CORP
COM
30231G102
1836
41048
SH
DFND
41048
0
0
FACEBOOK INC
CL A
30303M102
2170
9556
SH
DFND
9556
0
0
FORD MTR CO DEL
COM
345370860
504
82850
SH
DFND
82850
0
0
GENERAL ELECTRIC CO
COM
369604103
178
26010
SH
DFND
26010
0
0
HOME DEPOT INC
COM
437076102
2378
9493
SH
DFND
9493
0
0
HONEYWELL INTL INC
COM
438516106
201
1388
SH
DFND
1388
0
0
INTEL CORP
COM
458140100
395
6595
SH
DFND
6595
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
472
3909
SH
DFND
3909
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
297
1200
SH
DFND
1200
0
0
ISHARES TR
TIPS BD ETF
464287176
287
2330
SH
DFND
2330
0
0
JOHNSON & JOHNSON
COM
478160104
4630
32923
SH
DFND
32923
0
0
JPMORGAN CHASE & CO
COM
46625H100
407
4331
SH
DFND
4331
0
0
KINDER MORGAN INC DEL
COM
49456B101
537
35401
SH
DFND
35401
0
0
MCDONALDS CORP
COM
580135101
332
1800
SH
DFND
1800
0
0
MCKESSON CORP
COM
58155Q103
560
3650
SH
DFND
3650
0
0
MERCK & CO. INC
COM
58933Y105
2997
38760
SH
DFND
38760
0
0
METLIFE INC
COM
59156R108
975
26698
SH
DFND
26698
0
0
MICROSOFT CORP
COM
594918104
513
2523
SH
DFND
2523
0
0
MONDELEZ INTL INC
CL A
609207105
3180
62197
SH
DFND
62197
0
0
NEXTERA ENERGY INC
COM
65339F101
308
1281
SH
DFND
1281
0
0
ORACLE CORP
COM
68389X105
459
8300
SH
DFND
8300
0
0
PAYCHEX INC
COM
704326107
417
5500
SH
DFND
5500
0
0
PAYPAL HLDGS INC
COM
70450Y103
209
1200
SH
DFND
1200
0
0
PEOPLES UNITED FINANCIAL INC
COM
712704105
1024
88525
SH
DFND
88525
0
0
PEPSICO INC
COM
713448108
4058
30680
SH
DFND
30680
0
0
PFIZER INC
COM
717081103
598
18299
SH
DFND
18299
0
0
PHILIP MORRIS INTL INC
COM
718172109
957
13653
SH
DFND
13653
0
0
PPG INDS INC
COM
693506107
398
3750
SH
DFND
3750
0
0
PPL CORP
COM
69351T106
1079
41746
SH
DFND
41746
0
0
PROCTER AND GAMBLE CO
COM
742718109
608
5088
SH
DFND
5088
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1013
16443
SH
DFND
16443
0
0
SALESFORCE COM INC
COM
79466L302
1558
8318
SH
DFND
8318
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1961
11719
SH
DFND
11719
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1373
4452
SH
DFND
4452
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1817
5599
SH
DFND
5599
0
0
STRYKER CORPORATION
COM
863667101
206
1145
SH
DFND
1145
0
0
US BANCORP DEL
COM NEW
902973304
243
6612
SH
DFND
6612
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
2275
20465
SH
DFND
20465
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
404
1450
SH
DFND
1450
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1591
28860
SH
DFND
28860
0
0
WALMART INC
COM
931142103
336
2806
SH
DFND
2806
0
0
DISNEY WALT CO
COM DISNEY
254687106
2010
18029
SH
DFND
18029
0
0
WATERS CORP
COM
941848103
307
1700
SH
DFND
1700
0
0
WESTERN MIDSTREAM PARTNERS L
COM UNIT LP INT
958669103
287
28550
SH
DFND
28550
0
0
WORKDAY INC
CL A
98138H101
529
2825
SH
DFND
2825
0
0