Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s HSBC HSBC Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-90,319
Closed -$3.68M – 338
2014
Q4 		$3.68M Buy
+90,319
New +$3.85M ﹤0.01% 159

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's HSBC Position: Q1 2015 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of HSBC (HSBC) in Q1 2015, closing a stake of 90,319 shares — an estimated $3.68M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in HSBC in Q4 2014 and held it in 1 quarter. The position peaked at $3.68M in Q4 2014. 354 funds tracked by Wall St. Rank hold HSBC as of Q1 2015.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining HSBC position as of Q1 2015 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 90,319 HSBC shares in Q1 2015, an estimated $3.68M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in HSBC in Q4 2014 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's HSBC position peaked at $3.68M in Q4 2014.
  • 354 funds tracked by Wall St. Rank held HSBC as of Q1 2015.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2015, filed 11 May 2015.