Managing Director, Iberia Wealth Advisors

0000950123-14-012924.txt : 20141230 0000950123-14-012924.hdr.sgml : 20141230 20141230155052 ACCESSION NUMBER: 0000950123-14-012924 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 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: 141316063 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 09-30-2014 09-30-2014 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 Brmingham AL 12-29-2014 1 164 177929 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1763 12441 SH DFND 1 12441 0 0 ABBOTT LABS COMMON STOCK 002824100 242 5817 SH DFND 1 5817 0 0 ABBVIE INC COMMON STOCK 00287Y109 3239 56085 SH DFND 1 56085 0 0 ADT CORP COMMON STOCK 00101J106 204 5757 SH DFND 1 5757 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 863 18794 SH DFND 1 18794 0 0 AMDOCS LTD COMMON STOCK G02602103 326 7100 SH DFND 1 7100 0 0 AMGEN INC COMMON STOCK 031162100 222 1584 SH DFND 1 1584 0 0 APPLE INC COMMON STOCK 037833100 1521 15096 SH DFND 1 15096 0 0 AT&T INC COMMON STOCK 00206R102 3065 86986 SH DFND 1 86986 0 0 AUTOZONE INC COMMON STOCK 053332102 833 1635 SH DFND 1 1635 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1278 74970 SH DFND 1 74970 0 0 BARCLAYS BANK PLC S&P GSCI TOTAL RETURN INDEX ETN ETF-EQUITY 06738C794 224 7527 SH DFND 1 7527 0 0 BB&T CORP COMMON STOCK 054937107 1865 50119 SH DFND 1 50119 0 0 BEMIS INC COMMON STOCK 081437105 2920 76800 SH DFND 1 76800 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 1098 7951 SH DFND 1 7951 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 1837 35895 SH DFND 1 35895 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 257 5720 SH DFND 1 5720 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 206 2585 SH DFND 1 2585 0 0 CENTENE CORP COMMON STOCK 15135B101 282 3412 SH DFND 1 3412 0 0 CHEVRON CORP COMMON STOCK 166764100 3554 29789 SH DFND 1 29789 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 241 4162 SH DFND 1 4162 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 2475 52601 SH DFND 1 52601 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 2855 113433 SH DFND 1 113433 0 0 CITIGROUP INC COMMON STOCK 172967424 232 4477 SH DFND 1 4477 0 0 CLEAN HARBORS INC COMMON STOCK 184496107 211 3919 SH DFND 1 3919 0 0 COACH INC COMMON STOCK 189754104 525 14743 SH DFND 1 14743 0 0 COCA COLA CO COMMON STOCK 191216100 539 12634 SH DFND 1 12634 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 649 14488 SH DFND 1 14488 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 1058 32026 SH DFND 1 32026 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 238 1900 SH DFND 1 1900 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 3124 40820 SH DFND 1 40820 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 865 15267 SH DFND 1 15267 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 426 12398 SH DFND 1 12398 0 0 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 228 1819 SH DFND 1 1819 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1938 25329 SH DFND 1 25329 0 0 CUMMINS INC COMMON STOCK 231021106 304 2307 SH DFND 1 2307 0 0 CVS HEALTH CORP COMMON STOCK 126650100 256 3214 SH DFND 1 3214 0 0 DARLING INGREDIENTS, INC. COMMON STOCK 237266101 214 11686 SH DFND 1 11686 0 0 DIRECTV COMMON STOCK 25490A309 312 3606 SH DFND 1 3606 0 0 DISNEY WALT CO COMMON STOCK 254687106 223 2507 SH DFND 1 2507 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 240 3475 SH DFND 1 3475 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 3381 64474 SH DFND 1 64474 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2708 36215 SH DFND 1 36215 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 341 2900 SH DFND 1 2900 0 0 ECOLAB INC COMMON STOCK 278865100 202 1757 SH DFND 1 1757 0 0 EMC CORP MASS COMMON STOCK 268648102 948 32383 SH DFND 1 32383 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 470 7514 SH DFND 1 7514 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 241 3759 SH DFND 1 3759 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 501 12438 SH DFND 1 12438 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 787 11149 SH DFND 1 11149 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 3917 41647 SH DFND 1 41647 0 0 FEDEX CORP COMMON STOCK 31428X106 777 4815 SH DFND 1 4815 0 0 FISERV INC COMMON STOCK 337738108 318 4915 SH DFND 1 4915 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 8101 57000 SH DFND 1 57000 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 656 9303 SH DFND 1 9303 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 264 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 607 20475 SH DFND 1 20475 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 2052 80100 SH DFND 1 80100 0 0 GENERAL MILLS INC COMMON STOCK 370334104 309 6130 SH DFND 1 6130 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2873 32760 SH DFND 1 32760 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 360 3382 SH DFND 1 3382 0 0 GOOGLE INC CL A COMMON STOCK 38259P508 405 689 SH DFND 1 689 0 0 GOOGLE INC CL C COMMON STOCK 38259P706 288 498 SH DFND 1 498 0 0 GROUPE CGI INC CL A SUB VTG FOREIGN STOCK 39945C109 260 7700 SH DFND 1 7700 0 0 HANESBRANDS INC COMMON STOCK 410345102 297 2767 SH DFND 1 2767 0 0 HARRIS CORP COMMON STOCK 413875105 1021 15375 SH DFND 1 15375 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 355 7360 SH DFND 1 7360 0 0 HOME DEPOT INC COMMON STOCK 437076102 251 2741 SH DFND 1 2741 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 367 2445 SH DFND 1 2445 0 0 IBERIABANK CORP COMMON STOCK 450828108 1997 31952 SH DFND 1 31952 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 1109 13142 SH DFND 1 13142 0 0 INTEL CORP COMMON STOCK 458140100 3605 103532 SH DFND 1 103532 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 244 1283 SH DFND 1 1283 0 0 INVESCO LTD SHARES COMMON STOCK G491BT108 201 5094 SH DFND 1 5094 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF-FIXED INCOME 464288638 485 4440 SH DFND 1 4440 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 405 2960 SH DFND 1 2960 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 234 2244 SH DFND 1 2244 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF-EQUITY 464288448 513 14329 SH DFND 1 14329 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 397 5381 SH DFND 1 5381 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 206 1745 SH DFND 1 1745 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 515 8032 SH DFND 1 8032 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2954 32233 SH DFND 1 32233 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 1430 14291 SH DFND 1 14291 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 300 2739 SH DFND 1 2739 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 309 2646 SH DFND 1 2646 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 327 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 790 4991 SH DFND 1 4991 0 0 JARDEN CORP COMMON STOCK 471109108 240 4000 SH DFND 1 4000 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2771 25996 SH DFND 1 25996 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2915 48389 SH DFND 1 48389 0 0 JPMORGAN CHASE & CO ALERIAN ETF ETF-EQUITY 46625H365 2106 39674 SH DFND 1 39674 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1763 16386 SH DFND 1 16386 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 498 5340 SH DFND 1 5340 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2815 49907 SH DFND 1 49907 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 2709 77586 SH DFND 1 77586 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 352 12325 SH DFND 1 12325 0 0 LKQ CORP COMMON STOCK 501889208 298 11216 SH DFND 1 11216 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 2617 14318 SH DFND 1 14318 0 0 M & T BANK CORP COMMON STOCK 55261F104 557 4517 SH DFND 1 4517 0 0 MACQUARIE INFRASTRUCTURE CO LLC COMMON STOCK 55608B105 200 3000 SH DFND 1 3000 0 0 MAGELLAN MIDSTREAM LP COMMON STOCK 559080106 242 2878 SH DFND 1 2878 0 0 MATTEL INC COMMON STOCK 577081102 207 6767 SH DFND 1 6767 0 0 MCDONALDS CORP COMMON STOCK 580135101 1938 20444 SH DFND 1 20444 0 0 MEAD JOHNSON NUTRITION CO CL A COMMON STOCK 582839106 406 4221 SH DFND 1 4221 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 1020 24910 SH DFND 1 24910 0 0 MERCK & CO INC COMMON STOCK 58933Y105 3539 59697 SH DFND 1 59697 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 3078 65164 SH DFND 1 65164 0 0 MICROSOFT CORP COMMON STOCK 594918104 3219 69440 SH DFND 1 69440 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 227 6637 SH DFND 1 6637 0 0 MORGAN STANLEY COMMON STOCK 617446448 280 8092 SH DFND 1 8092 0 0 MORNINGSTAR AGRIBUSINESS ETF ETF-EQUITY 57060U605 522 9864 SH DFND 1 9864 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 280 3275 SH DFND 1 3275 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 410 5387 SH DFND 1 5387 0 0 NEWFIELD EXPLORATION CO COMMON STOCK 651290108 217 5841 SH DFND 1 5841 0 0 NORFOLK SOUTHERN CORP COMMON STOCK 655844108 2191 19629 SH DFND 1 19629 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1793 18644 SH DFND 1 18644 0 0 OPEN TEXT CORP COMMON STOCK 683715106 444 8020 SH DFND 1 8020 0 0 ORACLE CORP COMMON STOCK 68389X105 401 10481 SH DFND 1 10481 0 0 PAYCHEX INC COMMON STOCK 704326107 2966 67101 SH DFND 1 67101 0 0 PENTAIR LTD FOREIGN STOCK G7S00T104 208 3179 SH DFND 1 3179 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1446 99916 SH DFND 1 99916 0 0 PEPSICO INC COMMON STOCK 713448108 266 2854 SH DFND 1 2854 0 0 PERRIGO CO PLC FOREIGN STOCK G97822103 572 3811 SH DFND 1 3811 0 0 PFIZER INC COMMON STOCK 717081103 2548 86182 SH DFND 1 86182 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3603 43203 SH DFND 1 43203 0 0 PHILLIPS 66 COMMON STOCK 718546104 201 2469 SH DFND 1 2469 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1437 24410 SH DFND 1 24410 0 0 PRICELINE GROUP, INC. COMMON STOCK 741503403 361 312 SH DFND 1 312 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1377 16448 SH DFND 1 16448 0 0 QUALCOMM INC COMMON STOCK 747525103 1171 15668 SH DFND 1 15668 0 0 RAYTHEON CO COMMON STOCK 755111507 318 3128 SH DFND 1 3128 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 283 28236 SH DFND 1 28236 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 266 3357 SH DFND 1 3357 0 0 SCHLUMBERGER COMMON STOCK 806857108 1029 10122 SH DFND 1 10122 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 259 3323 SH DFND 1 3323 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 354 101535 SH DFND 1 101535 0 0 SOUTHERN CO COMMON STOCK 842587107 2596 59465 SH DFND 1 59465 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 1271 6450 SH DFND 1 6450 0 0 SPDR S&P DIVIDEND ETF-EQUITY 78464A763 215 2870 SH DFND 1 2870 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 275 7000 SH DFND 1 7000 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 267 3004 SH DFND 1 3004 0 0 STERICYCLE INC COMMON STOCK 858912108 545 4679 SH DFND 1 4679 0 0 SUPERIOR ENERGY SERVICES INC COMMON STOCK 868157108 237 7206 SH DFND 1 7206 0 0 TARGET CORP COMMON STOCK 87612E106 1850 29508 SH DFND 1 29508 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 582 4786 SH DFND 1 4786 0 0 TRINITY INDUSTRIES INC COMMON STOCK 896522109 242 5185 SH DFND 1 5185 0 0 TUPPERWARE CORP COMMON STOCK 899896104 366 5300 SH DFND 1 5300 0 0 UNITED PARCEL SERVICE INC CL B COMMON STOCK 911312106 1901 19344 SH DFND 1 19344 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 335 3173 SH DFND 1 3173 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1677 23339 SH DFND 1 23339 0 0 VANGUARD TOTAL BOND MARKET ETF ETF-FIXED INCOME 921937835 266 3248 SH DFND 1 3248 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 517 6452 SH DFND 1 6452 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 383 6296 SH DFND 1 6296 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 3071 61436 SH DFND 1 61436 0 0 VF CORP COMMON STOCK 918204108 284 4294 SH DFND 1 4294 0 0 VISA INC CL A COMMON STOCK 92826C839 804 3767 SH DFND 1 3767 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2564 33531 SH DFND 1 33531 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3035 63850 SH DFND 1 63850 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 2450 47234 SH DFND 1 47234 0 0 WESTERN UNION CO COMMON STOCK 959802109 220 13723 SH DFND 1 13723 0 0 WILLIAMS COS INC COMMON STOCK 969457100 204 3688 SH DFND 1 3688 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 240 5790 SH DFND 1 5790 0 0 WINDSTREAM HOLDINGS CORP COMMON STOCK 97382A101 279 25853 SH DFND 1 25853 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 297 4180 SH DFND 1 4180 0 0