CAMBRIDGE FINANCIAL GROUP, INC.

HTTP://WWW.CFGINC.NET COLUMBUS, OH Investment Advisor

Cambridge Financial Group is based out of Columbus. Cambridge Financial Group is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $190,928,942 (Form ADV from 2016-03-07). Their last reported 13F filing for Q1 2016 included $160,983,283 in managed 13F securities and a top 10 holdings concentration of 36.99%. Cambridge Financial Group's largest holding is FIserv Inc. with shares held of 60,437. WhaleWisdom has at least 47 13F filings in our database for Cambridge Financial Group.

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03/31/2016

13F Activity

  • Market Value$160,983,283
  • Prior Market Value$167,181,998
  • New Purchases5 stocks
  • Additional Purchases6 stocks
  • Sold out of5 stocks
  • Reduced holdings in20 stocks
  • Top 10 Holdings %36.99%
  • Turnover %:32.26%
  • Avg. Length Held Top20:3.00 quarters
  • Avg. Length Held Top10:0.90 quarters
  • Avg. Length Held All:6.71 quarters

03/31/2016

13F Sector Allocation Over Time

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Market Value Over Time

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for CAMBRIDGE FINANCIAL GROUP, INC.

Backtest Performance

Top 20 equal-weighted holdings. Last updated on 2016-05-24

Performance for Q1 2016: 0.63%
Performance Last 4 Quarters: 1.09%

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13F Filings Available:
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR/A (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CAMBRIDGE FINANCIAL GROUP, INC.
4100 HORIZONS DRIVE, SUITE 200
COLUMBUS OH    43220
Country: United States

Business Phone: 614-457-1530
Fax: 614-457-1931
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients:
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Schedule 13D and 13G events since 03/31/2016

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Form 4 - Non-derivative Insider Transactions Since 03/31/2016

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