Managing Director, Iberia Wealth Advisors

0000950123-14-012922.txt : 20141230 0000950123-14-012922.hdr.sgml : 20141230 20141230145750 ACCESSION NUMBER: 0000950123-14-012922 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20141230 DATE AS OF CHANGE: 20141230 EFFECTIVENESS DATE: 20141230 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-15633 FILM NUMBER: 141315841 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/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0000933141 XXXXXXXX 06-30-2014 06-30-2014 true 1 RESTATEMENT Iberiabank Corp

200 West Congress Street Lafayette LA 70501

13F HOLDINGS REPORT 028-15633 028-15633 Iberiabank N Jason H. Waters Managing Director, Iberia Wealth Advisors 205-803-5863 Jason H. Waters Birmingham AL 12-29-2014 1 178 179051 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1816 12681 SH DFND 1 12681 0 0 ABBOTT LABS COMMON STOCK 002824100 238 5810 SH DFND 1 5810 0 0 ABBVIE INC COMMON STOCK 00287Y109 2931 51928 SH DFND 1 51928 0 0 ACCENTURE PLC FOREIGN STOCK G1151C101 223 2759 SH DFND 1 2759 0 0 ADT CORP COMMON STOCK 00101J106 211 6045 SH DFND 1 6045 0 0 AGCO CP COMMON STOCK 001084102 230 4088 SH DFND 1 4088 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 935 22299 SH DFND 1 22299 0 0 AMDOCS LTD COMMON STOCK G02602103 314 6776 SH DFND 1 6776 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 215 2268 SH DFND 1 2268 0 0 APPLE INC COMMON STOCK 037833100 1774 19092 SH DFND 1 19092 0 0 AT&T INC COM COMMON STOCK 00206R102 2928 82801 SH DFND 1 82801 0 0 AUTOZONE INC COMMON STOCK 053332102 877 1635 SH DFND 1 1635 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1149 74770 SH DFND 1 74770 0 0 BB&T CORP COMMON STOCK 054937107 1785 45278 SH DFND 1 45278 0 0 BEMIS INC COMMON STOCK 081437105 3123 76800 SH DFND 1 76800 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 1117 8824 SH DFND 1 8824 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 1730 35669 SH DFND 1 35669 0 0 BROADRIDGE FINL SOLUTIONS INC COMMON STOCK 11133T103 217 5205 SH DFND 1 5205 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 252 5720 SH DFND 1 5720 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 207 2498 SH DFND 1 2498 0 0 CENTENE CORP COMMON STOCK 15135B101 265 3500 SH DFND 1 3500 0 0 CHEVRON CORP COMMON STOCK 166764100 3694 28292 SH DFND 1 28292 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 300 4400 SH DFND 1 4400 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 2235 46531 SH DFND 1 46531 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 2534 101960 SH DFND 1 101960 0 0 CITIGROUP INC COMMON STOCK 172967424 237 5028 SH DFND 1 5028 0 0 CLEAN HARBORS INC COMMON STOCK 184496107 261 4055 SH DFND 1 4055 0 0 COACH INC COMMON STOCK 189754104 336 9833 SH DFND 1 9833 0 0 COCA COLA CO COMMON STOCK 191216100 569 13423 SH DFND 1 13423 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 704 14396 SH DFND 1 14396 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 864 29110 SH DFND 1 29110 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 275 1900 SH DFND 1 1900 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 3393 39582 SH DFND 1 39582 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 786 13619 SH DFND 1 13619 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 407 12398 SH DFND 1 12398 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1776 22357 SH DFND 1 22357 0 0 CUMMINS INC COMMON STOCK 231021106 449 2911 SH DFND 1 2911 0 0 CVS CAREMARK CORP COMMON STOCK 126650100 255 3387 SH DFND 1 3387 0 0 DANAHER CORP COMMON STOCK 235851102 205 2610 SH DFND 1 2610 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 238 5150 SH DFND 1 5150 0 0 DARLING INGREDIENTS, INC. COMMON STOCK 237266101 254 12158 SH DFND 1 12158 0 0 DIRECTV COMMON STOCK 25490A309 307 3606 SH DFND 1 3606 0 0 DISNEY WALT CO COMMON STOCK 254687106 298 3477 SH DFND 1 3477 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 312 4366 SH DFND 1 4366 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 3073 59723 SH DFND 1 59723 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2745 37004 SH DFND 1 37004 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 320 2900 SH DFND 1 2900 0 0 EATON CORP PLC FOREIGN STOCK G29183103 284 3678 SH DFND 1 3678 0 0 EMC CORP MASS COMMON STOCK 268648102 958 36368 SH DFND 1 36368 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 514 7743 SH DFND 1 7743 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 324 5588 SH DFND 1 5588 0 0 ENSCO PLC CL A FOREIGN STOCK G3157S106 266 4795 SH DFND 1 4795 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 780 9969 SH DFND 1 9969 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 873 12599 SH DFND 1 12599 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 3866 38401 SH DFND 1 38401 0 0 FEDEX CORP COMMON STOCK 31428X106 729 4815 SH DFND 1 4815 0 0 FIRST TRUST SENIOR LOAN ETF ETF-FIXED INCOME 33738D309 234 4700 SH DFND 1 4700 0 0 FISERV INC COMMON STOCK 337738108 296 4915 SH DFND 1 4915 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 7995 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 672 9040 SH DFND 1 9040 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 271 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 641 20475 SH DFND 1 20475 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 1862 70855 SH DFND 1 70855 0 0 GENERAL MILLS INC COMMON STOCK 370334104 308 5870 SH DFND 1 5870 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2698 30732 SH DFND 1 30732 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 408 4920 SH DFND 1 4920 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR FOREIGN STOCK 37733W105 309 5776 SH DFND 1 5776 0 0 GOOGLE INC COMMON STOCK 38259P508 419 717 SH DFND 1 717 0 0 HANESBRANDS INC COMMON STOCK 410345102 294 2991 SH DFND 1 2991 0 0 HARRIS CORP COMMON STOCK 413875105 1056 13943 SH DFND 1 13943 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 360 7360 SH DFND 1 7360 0 0 HOME DEPOT INC COMMON STOCK 437076102 237 2930 SH DFND 1 2930 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 386 2445 SH DFND 1 2445 0 0 IBERIABANK CORP COMMON STOCK 450828108 1791 25887 SH DFND 1 25887 0 0 IDEX CORP COMMON STOCK 45167R104 214 2648 SH DFND 1 2648 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 1044 11921 SH DFND 1 11921 0 0 INTEL CORP COMMON STOCK 458140100 3151 101982 SH DFND 1 101982 0 0 INTEL CORP CONVERTIBLE JUNIOR SUBORDINATED DEBENTURE 2.95% 12/15/2035 CONVERTIBLE CORPORATE BONDS 458140AD2 50 40000 SH DFND 1 40000 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 226 1246 SH DFND 1 1246 0 0 INVESCO LTD SHARES COMMON STOCK G491BT108 241 6394 SH DFND 1 6394 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF-FIXED INCOME 464288638 489 4440 SH DFND 1 4440 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 407 2848 SH DFND 1 2848 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 265 2363 SH DFND 1 2363 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF-EQUITY 464288448 543 13604 SH DFND 1 13604 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 700 9089 SH DFND 1 9089 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 208 1745 SH DFND 1 1745 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 425 6221 SH DFND 1 6221 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 3049 33536 SH DFND 1 33536 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 2066 20401 SH DFND 1 20401 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 312 2646 SH DFND 1 2646 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 331 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 714 4391 SH DFND 1 4391 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2675 25571 SH DFND 1 25571 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2597 45072 SH DFND 1 45072 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF-EQUITY 46625H365 3488 66599 SH DFND 1 66599 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1702 15304 SH DFND 1 15304 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 639 7772 SH DFND 1 7772 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2867 47828 SH DFND 1 47828 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 2295 66938 SH DFND 1 66938 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 362 12325 SH DFND 1 12325 0 0 LILLY ELI & CO COMMON STOCK 532457108 215 3453 SH DFND 1 3453 0 0 LKQ CORP COMMON STOCK 501889208 270 10108 SH DFND 1 10108 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 2141 13319 SH DFND 1 13319 0 0 M & T BANK CORP COMMON STOCK 55261F104 629 5069 SH DFND 1 5069 0 0 MAGELLAN MIDSTREAM LP COMMON STOCK 559080106 782 9305 SH DFND 1 9305 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF-EQUITY 57060U605 433 7864 SH DFND 1 7864 0 0 MATTEL INC COMMON STOCK 577081102 264 6767 SH DFND 1 6767 0 0 MCDONALDS CORP COMMON STOCK 580135101 1947 19326 SH DFND 1 19326 0 0 MEAD JOHNSON NUTRITION CO CL A COMMON STOCK 582839106 430 4615 SH DFND 1 4615 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 1240 28011 SH DFND 1 28011 0 0 MERCK & CO INC COMMON STOCK 58933Y105 3349 57888 SH DFND 1 57888 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 2915 59717 SH DFND 1 59717 0 0 MICROSOFT CORP COMMON STOCK 594918104 2619 62802 SH DFND 1 62802 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 250 6637 SH DFND 1 6637 0 0 MORGAN STANLEY COMMON STOCK 617446448 224 6920 SH DFND 1 6920 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 313 3275 SH DFND 1 3275 0 0 NATIONAL GRID PLC SPONSORED ADR NEW FOREIGN STOCK 636274300 301 4051 SH DFND 1 4051 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 488 5921 SH DFND 1 5921 0 0 NEWFIELD EXPLORATION CO COMMON STOCK 651290108 304 6878 SH DFND 1 6878 0 0 NORFOLK SOUTHERN CORP COMMON STOCK 655844108 1803 17503 SH DFND 1 17503 0 0 NOVARTIS A G SPONSORED ADR FOREIGN STOCK 66987V109 210 2319 SH DFND 1 2319 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1817 17700 SH DFND 1 17700 0 0 OPEN TEXT CORP COMMON STOCK 683715106 384 8020 SH DFND 1 8020 0 0 ORACLE CORP COMMON STOCK 68389X105 410 10106 SH DFND 1 10106 0 0 PAYCHEX INC COMMON STOCK 704326107 2514 60499 SH DFND 1 60499 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1306 86123 SH DFND 1 86123 0 0 PEPSICO INC COMMON STOCK 713448108 357 3998 SH DFND 1 3998 0 0 PERRIGO CO PLC FOREIGN STOCK G97822103 566 3882 SH DFND 1 3882 0 0 PFIZER INC COMMON STOCK 717081103 2225 74968 SH DFND 1 74968 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3449 40907 SH DFND 1 40907 0 0 PHILLIPS 66 COMMON STOCK 718546104 234 2910 SH DFND 1 2910 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1776 29580 SH DFND 1 29580 0 0 PRICELINE GROUP, INC. COMMON STOCK 741503403 429 357 SH DFND 1 357 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1205 15337 SH DFND 1 15337 0 0 QUALCOMM INC COMMON STOCK 747525103 1199 15139 SH DFND 1 15139 0 0 RAYTHEON CO COMMON STOCK 755111507 284 3079 SH DFND 1 3079 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 308 28986 SH DFND 1 28986 0 0 REYNOLDS AMERICAN INC COMMON STOCK 761713106 214 3551 SH DFND 1 3551 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 424 4870 SH DFND 1 4870 0 0 SCHLUMBERGER COMMON STOCK 806857108 1225 10387 SH DFND 1 10387 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 264 3250 SH DFND 1 3250 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 308 1310 SH DFND 1 1310 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 351 101535 SH DFND 1 101535 0 0 SOUTHERN CO COMMON STOCK 842587107 2774 61119 SH DFND 1 61119 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 1071 5474 SH DFND 1 5474 0 0 SPDR S&P DIVIDEND ETF-EQUITY 78464A763 220 2870 SH DFND 1 2870 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 297 7000 SH DFND 1 7000 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 264 3003 SH DFND 1 3003 0 0 STERICYCLE INC COMMON STOCK 858912108 595 5023 SH DFND 1 5023 0 0 SUPERIOR ENERGY SERVICES INC COMMON STOCK 868157108 260 7206 SH DFND 1 7206 0 0 TARGET CORP COMMON STOCK 87612E106 1403 24210 SH DFND 1 24210 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 597 5056 SH DFND 1 5056 0 0 TIDEWATER INC COMMON STOCK 886423102 220 3911 SH DFND 1 3911 0 0 TIMKEN CO. COMMON STOCK 887389104 227 3350 SH DFND 1 3350 0 0 TOTAL S A SPONSORED ADR FOREIGN STOCK 89151E109 253 3498 SH DFND 1 3498 0 0 TRINITY INDUSTRIES INC COMMON STOCK 896522109 249 5704 SH DFND 1 5704 0 0 TUPPERWARE CORP COMMON STOCK 899896104 444 5300 SH DFND 1 5300 0 0 UNILEVER PLC SPONSORED ADR FOREIGN STOCK 904767704 235 5192 SH DFND 1 5192 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 1794 17476 SH DFND 1 17476 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 409 3543 SH DFND 1 3543 0 0 URS CORP COMMON STOCK 903236107 223 4858 SH DFND 1 4858 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1426 19059 SH DFND 1 19059 0 0 VANGUARD SHORT-TERM BOND ETF ETF-FIXED INCOME 921937827 242 3017 SH DFND 1 3017 0 0 VANGUARD TOTAL BOND MARKET ETF ETF-FIXED INCOME 921937835 267 3248 SH DFND 1 3248 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 557 6702 SH DFND 1 6702 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 411 6853 SH DFND 1 6853 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2817 57572 SH DFND 1 57572 0 0 VF CORP COMMON STOCK 918204108 216 3433 SH DFND 1 3433 0 0 VISA INC CL A COMMON STOCK 92826C839 908 4310 SH DFND 1 4310 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2516 33509 SH DFND 1 33509 0 0 WALTER INVESMENT MGMNT CORP COMMON STOCK 93317W102 232 7799 SH DFND 1 7799 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 2576 57592 SH DFND 1 57592 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 2294 43646 SH DFND 1 43646 0 0 WESTERN UNION CO COMMON STOCK 959802109 252 14505 SH DFND 1 14505 0 0 WILLIAMS COS INC COMMON STOCK 969457100 314 5393 SH DFND 1 5393 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 251 5790 SH DFND 1 5790 0 0 WINDSTREAM HOLDINGS CORP COMMON STOCK 97382A101 257 25853 SH DFND 1 25853 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 344 4180 SH DFND 1 4180 0 0