Managing Director, Iberia Wealth Advisors

0000950123-14-005259.txt : 20140509 0000950123-14-005259.hdr.sgml : 20140509 20140509095020 ACCESSION NUMBER: 0000950123-14-005259 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140509 DATE AS OF CHANGE: 20140509 EFFECTIVENESS DATE: 20140509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IBERIABANK CORP CENTRAL INDEX KEY: 0000933141 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 721280718 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15633 FILM NUMBER: 14827227 BUSINESS ADDRESS: STREET 1: 200 WEST CONGRESS STREET CITY: LAFAYETTE STATE: LA ZIP: 70501 BUSINESS PHONE: 337-521-4788 MAIL ADDRESS: STREET 1: 200 WEST CONGRESS STREET CITY: LAFAYETTE STATE: LA ZIP: 70501 FORMER COMPANY: FORMER CONFORMED NAME: ISB FINANCIAL CORP/LA DATE OF NAME CHANGE: 19941123 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000933141 XXXXXXXX 03-31-2014 03-31-2014 Iberiabank Corp

200 West Congress Street Lafayette LA 70501

13F HOLDINGS REPORT 028-15633 028-15633 Iberiabank N Jason Waters Managing Director, Iberia Wealth Advisors 205-803-5863 Jason Waters Birmingham AL 05-08-2014 1 141 153138 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1558 11484 SH DFND 1 11484 0 0 ABBVIE INC COMMON STOCK 00287Y109 2676 52071 SH DFND 1 52071 0 0 AGCO CP COMMON STOCK 001084102 212 3845 SH DFND 1 3845 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 827 22106 SH DFND 1 22106 0 0 AMDOCS LTD COMMON STOCK G02602103 315 6776 SH DFND 1 6776 0 0 APPLE INC COMMON STOCK 037833100 1549 2886 SH DFND 1 2886 0 0 AT&T INC COM COMMON STOCK 00206R102 2891 82436 SH DFND 1 82436 0 0 AUTOZONE INC COMMON STOCK 053332102 878 1635 SH DFND 1 1635 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1268 73750 SH DFND 1 73750 0 0 BB&T CORP COMMON STOCK 054937107 1803 44872 SH DFND 1 44872 0 0 BEMIS INC COMMON STOCK 081437105 3014 76800 SH DFND 1 76800 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 1233 9863 SH DFND 1 9863 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 234 5720 SH DFND 1 5720 0 0 CENTENE CORP COMMON STOCK 15135B101 222 3567 SH DFND 1 3567 0 0 CHEVRON CORP COMMON STOCK 166764100 3201 26920 SH DFND 1 26920 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 359 4118 SH DFND 1 4118 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 2249 46214 SH DFND 1 46214 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 2266 101094 SH DFND 1 101094 0 0 COACH INC COMMON STOCK 189754104 492 9917 SH DFND 1 9917 0 0 COCA COLA CO COMMON STOCK 191216100 516 13348 SH DFND 1 13348 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 784 15485 SH DFND 1 15485 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 233 1900 SH DFND 1 1900 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 2791 39679 SH DFND 1 39679 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 721 13437 SH DFND 1 13437 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 388 12398 SH DFND 1 12398 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1674 21592 SH DFND 1 21592 0 0 CUMMINS INC COMMON STOCK 231021106 623 4182 SH DFND 1 4182 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 2125 41858 SH DFND 1 41858 0 0 DIRECTV COMMON STOCK 25490A309 276 3606 SH DFND 1 3606 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 305 4302 SH DFND 1 4302 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 2784 57296 SH DFND 1 57296 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2655 37275 SH DFND 1 37275 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 288 2900 SH DFND 1 2900 0 0 EATON CORP PLC FOREIGN STOCK G29183103 231 3079 SH DFND 1 3079 0 0 EMC CORP MASS COMMON STOCK 268648102 942 34373 SH DFND 1 34373 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 516 7719 SH DFND 1 7719 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 301 5588 SH DFND 1 5588 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 763 11002 SH DFND 1 11002 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 914 12168 SH DFND 1 12168 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 3627 37134 SH DFND 1 37134 0 0 FEDEX CORP COMMON STOCK 31428X106 638 4815 SH DFND 1 4815 0 0 FIRST TRUST SENIOR LOAN ETF ETF-FIXED INCOME 33738D309 233 4700 SH DFND 1 4700 0 0 FISERV INC COMMON STOCK 337738108 279 4915 SH DFND 1 4915 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 6982 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 697 8898 SH DFND 1 8898 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 277 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 565 20475 SH DFND 1 20475 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 1630 62974 SH DFND 1 62974 0 0 GENERAL MILLS INC COMMON STOCK 370334104 226 4354 SH DFND 1 4354 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2658 30609 SH DFND 1 30609 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 489 6895 SH DFND 1 6895 0 0 GOOGLE INC COMMON STOCK 38259P508 669 600 SH DFND 1 600 0 0 HANESBRANDS INC COMMON STOCK 410345102 251 3286 SH DFND 1 3286 0 0 HARRIS CORP COMMON STOCK 413875105 1014 13866 SH DFND 1 13866 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 335 7360 SH DFND 1 7360 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 349 2445 SH DFND 1 2445 0 0 IBERIABANK CORP COMMON STOCK 450828108 1816 25887 SH DFND 1 25887 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 964 11855 SH DFND 1 11855 0 0 INTEL CORP COMMON STOCK 458140100 2483 96170 SH DFND 1 96170 0 0 INTEL CORP CONVERTIBLE JUNIOR SUBORDINATED DEBENTURE 2.95% 12/15/2035 CONVERTIBLE CORPORATE BONDS 458140AD2 47 40000 SH DFND 1 40000 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF-FIXED INCOME 464288638 484 4440 SH DFND 1 4440 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 402 2922 SH DFND 1 2922 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 287 2610 SH DFND 1 2610 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF-EQUITY 464288448 468 12123 SH DFND 1 12123 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 666 9089 SH DFND 1 9089 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 392 5826 SH DFND 1 5826 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2811 32485 SH DFND 1 32485 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 2015 20886 SH DFND 1 20886 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 568 4880 SH DFND 1 4880 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 275 2446 SH DFND 1 2446 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 317 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 685 4425 SH DFND 1 4425 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2336 23776 SH DFND 1 23776 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2542 41869 SH DFND 1 41869 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF-EQUITY 46625H365 3425 73587 SH DFND 1 73587 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1682 15253 SH DFND 1 15253 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 598 8084 SH DFND 1 8084 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2669 47577 SH DFND 1 47577 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 1588 48643 SH DFND 1 48643 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 356 12325 SH DFND 1 12325 0 0 LINEAR TECHNOLOGY CORP CONVERTIBLE SENIOR NOTE 3% 05/01/2027 CONVERTIBLE CORPORATE BONDS 535678AC0 60 50000 SH DFND 1 50000 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 2174 13317 SH DFND 1 13317 0 0 M & T BANK CORP COMMON STOCK 55261F104 650 5362 SH DFND 1 5362 0 0 MAGELLAN MIDSTREAM LP COMMON STOCK 559080106 911 13057 SH DFND 1 13057 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF-EQUITY 57060U605 424 7805 SH DFND 1 7805 0 0 MATTEL INC COMMON STOCK 577081102 271 6767 SH DFND 1 6767 0 0 MCDONALDS CORP COMMON STOCK 580135101 1835 18721 SH DFND 1 18721 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 1049 27865 SH DFND 1 27865 0 0 MERCK & CO INC COMMON STOCK 58933Y105 3131 55154 SH DFND 1 55154 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 2846 59585 SH DFND 1 59585 0 0 MICROSOFT CORP COMMON STOCK 594918104 2559 62439 SH DFND 1 62439 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 233 6757 SH DFND 1 6757 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 283 3275 SH DFND 1 3275 0 0 NATIONAL GRID PLC SPONSORED ADR NEW FOREIGN STOCK 636274300 271 3942 SH DFND 1 3942 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 407 5233 SH DFND 1 5233 0 0 NEWFIELD EXPLORATION CO COMMON STOCK 651290108 270 8616 SH DFND 1 8616 0 0 NORFOLK SOUTHERN CORP COMMON STOCK 655844108 1697 17461 SH DFND 1 17461 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1625 17051 SH DFND 1 17051 0 0 OPEN TEXT CORP COMMON STOCK 683715106 383 8020 SH DFND 1 8020 0 0 PAYCHEX INC COMMON STOCK 704326107 2551 59890 SH DFND 1 59890 0 0 PENTAIR LTD COMMON STOCK H6169Q108 227 2867 SH DFND 1 2867 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1265 85051 SH DFND 1 85051 0 0 PFIZER INC COMMON STOCK 717081103 2374 73919 SH DFND 1 73919 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3188 38936 SH DFND 1 38936 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1630 29580 SH DFND 1 29580 0 0 PRICELINE.COM INC COMMON STOCK 741503403 379 318 SH DFND 1 318 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1071 13290 SH DFND 1 13290 0 0 QUALCOMM INC COMMON STOCK 747525103 1162 14737 SH DFND 1 14737 0 0 RAYTHEON CO COMMON STOCK 755111507 305 3083 SH DFND 1 3083 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 322 28986 SH DFND 1 28986 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 382 4885 SH DFND 1 4885 0 0 SCHLUMBERGER COMMON STOCK 806857108 829 8499 SH DFND 1 8499 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 247 3250 SH DFND 1 3250 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 328 2210 SH DFND 1 2210 0 0 SOUTHERN CO COMMON STOCK 842587107 2682 61043 SH DFND 1 61043 0 0 SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETF ETF-FIXED INCOME 78464A417 201 4864 SH DFND 1 4864 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 973 5204 SH DFND 1 5204 0 0 SPDR S&P DIVIDEND ETF-EQUITY 78464A763 211 2870 SH DFND 1 2870 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 259 7000 SH DFND 1 7000 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 244 3003 SH DFND 1 3003 0 0 STERICYCLE INC COMMON STOCK 858912108 555 4886 SH DFND 1 4886 0 0 SUPERIOR ENERGY SERVICES INC COMMON STOCK 868157108 222 7206 SH DFND 1 7206 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 443 3686 SH DFND 1 3686 0 0 TOTAL S A SPONSORED ADR FOREIGN STOCK 89151E109 226 3443 SH DFND 1 3443 0 0 TRINITY INDUSTRIES INC COMMON STOCK 896522109 278 3861 SH DFND 1 3861 0 0 TUPPERWARE CORP COMMON STOCK 899896104 444 5300 SH DFND 1 5300 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 1602 16452 SH DFND 1 16452 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 289 2473 SH DFND 1 2473 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1224 17329 SH DFND 1 17329 0 0 VANGUARD SHORT-TERM BOND ETF ETF-FIXED INCOME 921937827 293 3661 SH DFND 1 3661 0 0 VANGUARD TOTAL BOND MARKET ETF ETF-FIXED INCOME 921937835 292 3591 SH DFND 1 3591 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 550 6553 SH DFND 1 6553 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 410 6832 SH DFND 1 6832 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2602 54690 SH DFND 1 54690 0 0 VISA INC CL A COMMON STOCK 92826C839 622 2883 SH DFND 1 2883 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2630 34413 SH DFND 1 34413 0 0 WALTER INVESMENT MGMNT CORP COMMON STOCK 93317W102 233 7799 SH DFND 1 7799 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 2419 57505 SH DFND 1 57505 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 2032 40860 SH DFND 1 40860 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 256 5790 SH DFND 1 5790 0 0 WINDSTREAM HOLDINGS CORP COMMON STOCK 97382A101 213 25853 SH DFND 1 25853 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 290 4180 SH DFND 1 4180 0 0 URS CORP COMMON STOCK 903236107 214 4550 SH DFND 1 4550 0 0 WESTERN UNION CO COMMON STOCK 959802109 217 13237 SH DFND 1 13237 0 0 CLEAN HARBORS INC COMMON STOCK 184496107 210 3828 SH DFND 1 3828 0 0 DARLING INTERNATIONAL INC COMMON STOCK 237266101 241 12048 SH DFND 1 12048 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 1842 35465 SH DFND 1 35465 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 897 28897 SH DFND 1 28897 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 325 101535 SH DFND 1 101535 0 0 MEAD JOHNSON NUTRITION CO CL A COMMON STOCK 582839106 243 2920 SH DFND 1 2920 0 0