Managing Director, Iberia Wealth Advisors

0000950123-14-012330.txt : 20141114 0000950123-14-012330.hdr.sgml : 20141114 20141114170606 ACCESSION NUMBER: 0000950123-14-012330 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 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: 141225325 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 09-30-2014 09-30-2014 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 H. Waters Brmingham AL 11-14-2014 1 141 153138 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1763 12 SH DFND 1 12 0 0 ABBOTT LABS COMMON STOCK 002824100 242 6 SH DFND 1 6 0 0 ABBVIE INC COMMON STOCK 00287Y109 3239 56 SH DFND 1 56 0 0 ADT CORP COMMON STOCK 00101J106 204 6 SH DFND 1 6 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 863 19 SH DFND 1 19 0 0 AMDOCS LTD COMMON STOCK G02602103 326 7 SH DFND 1 7 0 0 AMGEN INC COMMON STOCK 031162100 222 2 SH DFND 1 2 0 0 APPLE INC COMMON STOCK 037833100 1521 15 SH DFND 1 15 0 0 AT&T INC COMMON STOCK 00206R102 3065 87 SH DFND 1 87 0 0 AUTOZONE INC COMMON STOCK 053332102 833 2 SH DFND 1 2 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1278 75 SH DFND 1 75 0 0 BARCLAYS BANK PLC S&P GSCI TOTAL RETURN INDEX ETN ETF-EQUITY 06738C794 224 8 SH DFND 1 8 0 0 BB&T CORP COMMON STOCK 054937107 1865 50 SH DFND 1 50 0 0 BEMIS INC COMMON STOCK 081437105 2920 77 SH DFND 1 77 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 1098 8 SH DFND 1 8 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 1837 36 SH DFND 1 36 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 257 6 SH DFND 1 6 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 206 3 SH DFND 1 3 0 0 CENTENE CORP COMMON STOCK 15135B101 282 3 SH DFND 1 3 0 0 CHEVRON CORP COMMON STOCK 166764100 3554 30 SH DFND 1 30 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 241 4 SH DFND 1 4 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 2475 53 SH DFND 1 53 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 2855 113 SH DFND 1 113 0 0 CITIGROUP INC COMMON STOCK 172967424 232 4 SH DFND 1 4 0 0 CLEAN HARBORS INC COMMON STOCK 184496107 211 4 SH DFND 1 4 0 0 COACH INC COMMON STOCK 189754104 525 15 SH DFND 1 15 0 0 COCA COLA CO COMMON STOCK 191216100 539 13 SH DFND 1 13 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 649 14 SH DFND 1 14 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 1058 32 SH DFND 1 32 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 238 2 SH DFND 1 2 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 3124 41 SH DFND 1 41 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 865 15 SH DFND 1 15 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 426 12 SH DFND 1 12 0 0 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 228 2 SH DFND 1 2 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1938 25 SH DFND 1 25 0 0 CUMMINS INC COMMON STOCK 231021106 304 2 SH DFND 1 2 0 0 CVS HEALTH CORP COMMON STOCK 126650100 256 3 SH DFND 1 3 0 0 DARLING INGREDIENTS, INC. COMMON STOCK 237266101 214 12 SH DFND 1 12 0 0 DIRECTV COMMON STOCK 25490A309 312 4 SH DFND 1 4 0 0 DISNEY WALT CO COMMON STOCK 254687106 223 3 SH DFND 1 3 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 240 3 SH DFND 1 3 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 3381 64 SH DFND 1 64 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2708 36 SH DFND 1 36 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 341 3 SH DFND 1 3 0 0 ECOLAB INC COMMON STOCK 278865100 202 2 SH DFND 1 2 0 0 EMC CORP MASS COMMON STOCK 268648102 948 32 SH DFND 1 32 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 470 8 SH DFND 1 8 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 241 4 SH DFND 1 4 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 501 12 SH DFND 1 12 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 787 11 SH DFND 1 11 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 3917 42 SH DFND 1 42 0 0 FEDEX CORP COMMON STOCK 31428X106 777 5 SH DFND 1 5 0 0 FISERV INC COMMON STOCK 337738108 318 5 SH DFND 1 5 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 8101 57 SH DFND 1 57 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 656 9 SH DFND 1 9 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 264 6 SH DFND 1 6 0 0 GANNETT INC COMMON STOCK 364730101 607 20 SH DFND 1 20 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 2052 80 SH DFND 1 80 0 0 GENERAL MILLS INC COMMON STOCK 370334104 309 6 SH DFND 1 6 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2873 33 SH DFND 1 33 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 360 3 SH DFND 1 3 0 0 GOOGLE INC CL A COMMON STOCK 38259P508 405 1 SH DFND 1 1 0 0 GOOGLE INC CL C COMMON STOCK 38259P706 288 0 SH DFND 1 0 0 0 GROUPE CGI INC CL A SUB VTG FOREIGN STOCK 39945C109 260 8 SH DFND 1 8 0 0 HANESBRANDS INC COMMON STOCK 410345102 297 3 SH DFND 1 3 0 0 HARRIS CORP COMMON STOCK 413875105 1021 15 SH DFND 1 15 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 355 7 SH DFND 1 7 0 0 HOME DEPOT INC COMMON STOCK 437076102 251 3 SH DFND 1 3 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 367 2 SH DFND 1 2 0 0 IBERIABANK CORP COMMON STOCK 450828108 1997 32 SH DFND 1 32 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 1109 13 SH DFND 1 13 0 0 INTEL CORP COMMON STOCK 458140100 3605 104 SH DFND 1 104 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 244 1 SH DFND 1 1 0 0 INVESCO LTD SHARES COMMON STOCK G491BT108 201 5 SH DFND 1 5 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF-FIXED INCOME 464288638 485 4 SH DFND 1 4 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 405 3 SH DFND 1 3 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 234 2 SH DFND 1 2 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF-EQUITY 464288448 513 14 SH DFND 1 14 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 397 5 SH DFND 1 5 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 206 2 SH DFND 1 2 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 515 8 SH DFND 1 8 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2954 32 SH DFND 1 32 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 1430 14 SH DFND 1 14 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 300 3 SH DFND 1 3 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 309 3 SH DFND 1 3 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 327 4 SH DFND 1 4 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 790 5 SH DFND 1 5 0 0 JARDEN CORP COMMON STOCK 471109108 240 4 SH DFND 1 4 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2771 26 SH DFND 1 26 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2915 48 SH DFND 1 48 0 0 JPMORGAN CHASE & CO ALERIAN ETF ETF-EQUITY 46625H365 2106 40 SH DFND 1 40 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1763 16 SH DFND 1 16 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 498 5 SH DFND 1 5 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2815 50 SH DFND 1 50 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 2709 78 SH DFND 1 78 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 352 12 SH DFND 1 12 0 0 LKQ CORP COMMON STOCK 501889208 298 11 SH DFND 1 11 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 2617 14 SH DFND 1 14 0 0 M & T BANK CORP COMMON STOCK 55261F104 557 5 SH DFND 1 5 0 0 MACQUARIE INFRASTRUCTURE CO LLC COMMON STOCK 55608B105 200 3 SH DFND 1 3 0 0 MAGELLAN MIDSTREAM LP COMMON STOCK 559080106 242 3 SH DFND 1 3 0 0 MATTEL INC COMMON STOCK 577081102 207 7 SH DFND 1 7 0 0 MCDONALDS CORP COMMON STOCK 580135101 1938 20 SH DFND 1 20 0 0 MEAD JOHNSON NUTRITION CO CL A COMMON STOCK 582839106 406 4 SH DFND 1 4 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 1020 25 SH DFND 1 25 0 0 MERCK & CO INC COMMON STOCK 58933Y105 3539 60 SH DFND 1 60 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 3078 65 SH DFND 1 65 0 0 MICROSOFT CORP COMMON STOCK 594918104 3219 69 SH DFND 1 69 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 227 7 SH DFND 1 7 0 0 MORGAN STANLEY COMMON STOCK 617446448 280 8 SH DFND 1 8 0 0 MORNINGSTAR AGRIBUSINESS ETF ETF-EQUITY 57060U605 522 10 SH DFND 1 10 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 280 3 SH DFND 1 3 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 410 5 SH DFND 1 5 0 0 NEWFIELD EXPLORATION CO COMMON STOCK 651290108 217 6 SH DFND 1 6 0 0 NORFOLK SOUTHERN CORP COMMON STOCK 655844108 2191 20 SH DFND 1 20 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1793 19 SH DFND 1 19 0 0 OPEN TEXT CORP COMMON STOCK 683715106 444 8 SH DFND 1 8 0 0 ORACLE CORP COMMON STOCK 68389X105 401 10 SH DFND 1 10 0 0 PAYCHEX INC COMMON STOCK 704326107 2966 67 SH DFND 1 67 0 0 PENTAIR LTD FOREIGN STOCK G7S00T104 208 3 SH DFND 1 3 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1446 100 SH DFND 1 100 0 0 PEPSICO INC COMMON STOCK 713448108 266 3 SH DFND 1 3 0 0 PERRIGO CO PLC FOREIGN STOCK G97822103 572 4 SH DFND 1 4 0 0 PFIZER INC COMMON STOCK 717081103 2548 86 SH DFND 1 86 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3603 43 SH DFND 1 43 0 0 PHILLIPS 66 COMMON STOCK 718546104 201 2 SH DFND 1 2 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1437 24 SH DFND 1 24 0 0 PRICELINE GROUP, INC. COMMON STOCK 741503403 361 0 SH DFND 1 0 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1377 16 SH DFND 1 16 0 0 QUALCOMM INC COMMON STOCK 747525103 1171 16 SH DFND 1 16 0 0 RAYTHEON CO COMMON STOCK 755111507 318 3 SH DFND 1 3 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 283 28 SH DFND 1 28 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 266 3 SH DFND 1 3 0 0 SCHLUMBERGER COMMON STOCK 806857108 1029 10 SH DFND 1 10 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 259 3 SH DFND 1 3 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 354 102 SH DFND 1 102 0 0 SOUTHERN CO COMMON STOCK 842587107 2596 59 SH DFND 1 59 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 1271 6 SH DFND 1 6 0 0 SPDR S&P DIVIDEND ETF-EQUITY 78464A763 215 3 SH DFND 1 3 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 275 7 SH DFND 1 7 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 267 3 SH DFND 1 3 0 0 STERICYCLE INC COMMON STOCK 858912108 545 5 SH DFND 1 5 0 0 SUPERIOR ENERGY SERVICES INC COMMON STOCK 868157108 237 7 SH DFND 1 7 0 0 TARGET CORP COMMON STOCK 87612E106 1850 30 SH DFND 1 30 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 582 5 SH DFND 1 5 0 0 TRINITY INDUSTRIES INC COMMON STOCK 896522109 242 5 SH DFND 1 5 0 0 TUPPERWARE CORP COMMON STOCK 899896104 366 5 SH DFND 1 5 0 0 UNITED PARCEL SERVICE INC CL B COMMON STOCK 911312106 1901 19 SH DFND 1 19 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 335 3 SH DFND 1 3 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1677 23 SH DFND 1 23 0 0 VANGUARD TOTAL BOND MARKET ETF ETF-FIXED INCOME 921937835 266 3 SH DFND 1 3 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 517 6 SH DFND 1 6 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 383 6 SH DFND 1 6 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 3071 61 SH DFND 1 61 0 0 VF CORP COMMON STOCK 918204108 284 4 SH DFND 1 4 0 0 VISA INC CL A COMMON STOCK 92826C839 804 4 SH DFND 1 4 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2564 34 SH DFND 1 34 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3035 64 SH DFND 1 64 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 2450 47 SH DFND 1 47 0 0 WESTERN UNION CO COMMON STOCK 959802109 220 14 SH DFND 1 14 0 0 WILLIAMS COS INC COMMON STOCK 969457100 204 4 SH DFND 1 4 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 240 6 SH DFND 1 6 0 0 WINDSTREAM HOLDINGS CORP COMMON STOCK 97382A101 279 26 SH DFND 1 26 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 297 4 SH DFND 1 4 0 0