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 Q4 2015 included $167,181,998 in managed 13F securities and a top 10 holdings concentration of 37.18%. Cambridge Financial Group's largest holding is Avago Technologies Limited with shares held of 47,821. WhaleWisdom has at least 46 13F filings in our database for Cambridge Financial Group.

Create Email Alert

12/31/2015

13F Activity

  • Market Value$167,181,998
  • Prior Market Value$167,255,727
  • New Purchases6 stocks
  • Additional Purchases3 stocks
  • Sold out of5 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings %37.18%
  • Turnover %:35.48%
  • Avg. Length Held Top20:2.75 quarters
  • Avg. Length Held Top10:1.10 quarters
  • Avg. Length Held All:8.39 quarters

12/31/2015

13F Sector Allocation Over Time

View Sector Changes Over Time

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 2016-05-01

Performance for Q4 2015: 5.12%
Performance Last 4 Quarters: -0.93%

Refresh Advanced Export

Security Types:

Changes in Holdings:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 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 12/31/2015

Subscription required

Form 4 - Non-derivative Insider Transactions Since 12/31/2015

Loading...

WhaleScore history for CAMBRIDGE FINANCIAL GROUP, INC.

You must have a subscription to view WhaleScore histories

Elevate your investments

or Learn more