MACROVIEW INVESTMENT MANAGEMENT LLC

https://www.linkedin.com/company/macroview401k/ BETHESDA, MD Investment Advisor How do I update this listing?

Macroview Investment Management is based out of Bethesda. Macroview Investment Management is a large advisory firm with 155 clients and discretionary assets under management (AUM) of $137,352,200 (Form ADV from 2021-04-21). Their last reported 13F filing for Q2 2021 included $74,591,000 in managed 13F securities and a top 10 holdings concentration of 47.2%. Macroview Investment Management's largest holding is Janus Henderson Short Duration Income ETF with shares held of 107,316. Whalewisdom has at least 39 13F filings

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06/30/2021

13F Activity

  • Market Value $74.591 Million
  • Prior Market Value $69.775 Million
  • New Purchases80 stocks
  • Additional Purchases81 stocks
  • Sold out of54 stocks
  • Reduced holdings in50 stocks
  • Top 10 Holdings % 47.20 %
  • Turnover % [1]:32.52%
  • Turnover Alt % [2]: 7.75 %
  • Time Held Top20:9.80 quarters
  • Time Held Top10:10.60 quarters
  • Time Held All:7.50 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 3.65%
Performance Last 4 Quarters: 16.29%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MACROVIEW INVESTMENT MANAGEMENT LLC
4800 HAMPDEN LANE SUITE 200
BETHESDA MD    20814
Country: United States

Business Phone: 301-907-6794
Fax: 301-560-8939
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PENSION CONSULTING FEES; INVESTMENT CONSULTING FEES
Amount of client funds and securities:
Total Number of Clients: 155
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2021-04-21
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2021-02-01
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2020-09-09
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2020-02-10
Name Title Start Date Direct/Indirect % Ownership

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2019-12-18
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2019-07-08
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
FIDELIS BUSINESS ADVISORY LLC MEMBER 06/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MEMBER direct 2019-06-01
PRAKASH, RAHUL, CHANDRA MANAGING MEMBER AND SENIOR PARTNER FIDELIS BUSINESS ADVISORY LLC 07/01/2017 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC MANAGING MEMBER AND SENIOR PARTNER indirect 2017-07-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01

MACROVIEW INVESTMENT MANAGEMENT LLC

ownership team - last updated 2018-04-26
Name Title Start Date Direct/Indirect % Ownership
COHEN, DANIEL, JAY MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER direct 2010-05-01
ABSOLUTE INVESTMENT MANAGEMENT LLC MEMBER AND MANAGING DIRECTOR direct 2010-05-01
PATASHNIK, MICAH DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01
CORSON, BENJAMIN, RICHARD DIRECTOR, TRADING AND OPERATIONS 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
MACROVIEW INVESTMENT MANAGEMENT LLC DIRECTOR, TRADING AND OPERATIONS direct 2017-12-01

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