Managing Director

0000950123-17-006039.txt : 20170711 0000950123-17-006039.hdr.sgml : 20170711 20170711120216 ACCESSION NUMBER: 0000950123-17-006039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170711 DATE AS OF CHANGE: 20170711 EFFECTIVENESS DATE: 20170711 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: 17959397 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 06-30-2017 06-30-2017 IBERIABANK CORP

200 West Congress Street Lafayette LA 70501

13F HOLDINGS REPORT 028-15633 N Jason H. Waters Managing Director 205.803.5863 Jason H. Waters Birmingham AL 07-09-2017 1 169 336162 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 2868 13777 SH DFND 1 13777 0 0 ABBOTT LABS COMMON STOCK 002824100 247 5088 SH DFND 1 5088 0 0 ABBVIE INC COMMON STOCK 00287Y109 5919 81633 SH DFND 1 81633 0 0 ACCENTURE PLC FOREIGN STOCK G1151C101 231 1864 SH DFND 1 1864 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 989 13280 SH DFND 1 13280 0 0 AMGEN INC COMMON STOCK 031162100 3738 21701 SH DFND 1 21701 0 0 ANALOG DEVICES INC COMMON STOCK 032654105 883 11345 SH DFND 1 11345 0 0 APPLE INC COMMON STOCK 037833100 2777 19282 SH DFND 1 19282 0 0 AT&T INC COMMON STOCK 00206R102 4210 111586 SH DFND 1 111586 0 0 AUTOZONE INC COMMON STOCK 053332102 764 1340 SH DFND 1 1340 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1908 78653 SH DFND 1 78653 0 0 BB&T CORP COMMON STOCK 054937107 626 13785 SH DFND 1 13785 0 0 BEMIS INC COMMON STOCK 081437105 3552 76800 SH DFND 1 76800 0 0 BOEING CO COMMON STOCK 097023105 290 1465 SH DFND 1 1465 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 298 5347 SH DFND 1 5347 0 0 CARDINAL HEALTH INC COMMON STOCK 14149Y108 3965 50883 SH DFND 1 50883 0 0 CARNIVAL CORP COMMON STOCK 143658300 2343 35736 SH DFND 1 35736 0 0 CATERPILLAR INC COMMON STOCK 149123101 238 2218 SH DFND 1 2218 0 0 CELGENE CORP COMMON STOCK 151020104 1416 10901 SH DFND 1 10901 0 0 CHEVRON CORP COMMON STOCK 166764100 3853 36928 SH DFND 1 36928 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 3377 46617 SH DFND 1 46617 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 5624 179690 SH DFND 1 179690 0 0 CITIGROUP INC COMMON STOCK 172967424 241 3601 SH DFND 1 3601 0 0 COCA COLA CO COMMON STOCK 191216100 2853 63619 SH DFND 1 63619 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 256 5813 SH DFND 1 5813 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 3352 41469 SH DFND 1 41469 0 0 CONSTELLATION BRANDS INC CL A COMMON STOCK 21036P108 2335 12053 SH DFND 1 12053 0 0 COPART INC COMMON STOCK 217204106 1249 39286 SH DFND 1 39286 0 0 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 2029 12689 SH DFND 1 12689 0 0 CVS HEALTH CORP COMMON STOCK 126650100 1120 13922 SH DFND 1 13922 0 0 DISNEY WALT CO COMMON STOCK 254687106 1572 14796 SH DFND 1 14796 0 0 DOVER CORP COMMON STOCK 260003108 2918 36376 SH DFND 1 36376 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 254 4035 SH DFND 1 4035 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 5269 63031 SH DFND 1 63031 0 0 EDWARDS LIFESCIENCES COMMON STOCK 28176E108 1560 13197 SH DFND 1 13197 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 3530 59215 SH DFND 1 59215 0 0 ENTERGY CORP COMMON STOCK 29364G103 227 2958 SH DFND 1 2958 0 0 EOG RESOURCES INC COMMON STOCK 26875P101 563 6219 SH DFND 1 6219 0 0 EQUIFAX INC COMMON STOCK 294429105 1295 9427 SH DFND 1 9427 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 6277 77749 SH DFND 1 77749 0 0 FACEBOOK INC CL A COMMON STOCK 30303M102 1905 12616 SH DFND 1 12616 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 397 6943 SH DFND 1 6943 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 6102 225928 SH DFND 1 225928 0 0 GENERAL MILLS INC COMMON STOCK 370334104 340 6140 SH DFND 1 6140 0 0 GENUINE PARTS CO COMMON STOCK 372460105 3363 36258 SH DFND 1 36258 0 0 GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 940 4234 SH DFND 1 4234 0 0 GRACO INC COMMON STOCK 384109104 674 6165 SH DFND 1 6165 0 0 GROUPE CGI INC CL A SUB VTG FOREIGN STOCK 39945C109 261 5103 SH DFND 1 5103 0 0 HOME DEPOT INC COMMON STOCK 437076102 1696 11055 SH DFND 1 11055 0 0 IBERIABANK CORP COMMON STOCK 450828108 2505 30734 SH DFND 1 30734 0 0 INTEL CORP COMMON STOCK 458140100 5189 153793 SH DFND 1 153793 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 249 1618 SH DFND 1 1618 0 0 ISHARES 1-3 YEAR CREDIT BOND FUND ETF-FIXED INCOME 464288646 261 2482 SH DFND 1 2482 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF-FIXED INCOME 464288638 309 2811 SH DFND 1 2811 0 0 ISHARES COMEX GOLD TRUST ETF-ALTERNATIVE ASSETS 464285105 1911 160091 SH DFND 1 160091 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 7212 41459 SH DFND 1 41459 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 7517 107222 SH DFND 1 107222 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 1742 18887 SH DFND 1 18887 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 6907 105928 SH DFND 1 105928 0 0 ISHARES MSCI EMERGING MARKETS INDEX ETF-EQUITY 464287234 3100 74897 SH DFND 1 74897 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 3194 26835 SH DFND 1 26835 0 0 ISHARES RUSSELL 1000 INDEX ETF-EQUITY 464287622 559 4133 SH DFND 1 4133 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 1009 8662 SH DFND 1 8662 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 1421 10081 SH DFND 1 10081 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 331 2295 SH DFND 1 2295 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 3254 16938 SH DFND 1 16938 0 0 ISHARES S&P 500 GROWTH INDEXT ETF-EQUITY 464287309 581 4249 SH DFND 1 4249 0 0 ISHARES S&P US PREFERRED STOCK INDEX ETF-FIXED INCOME 464288687 645 16467 SH DFND 1 16467 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 6305 47662 SH DFND 1 47662 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 5795 63399 SH DFND 1 63399 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 237 1836 SH DFND 1 1836 0 0 LAM RESEARCH CORP COMMON STOCK 512807108 1994 14098 SH DFND 1 14098 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 2040 38838 SH DFND 1 38838 0 0 LILLY ELI & CO COMMON STOCK 532457108 2984 36252 SH DFND 1 36252 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 4114 14818 SH DFND 1 14818 0 0 LOWES COS INC COMMON STOCK 548661107 265 3417 SH DFND 1 3417 0 0 LUBYS INC COMMON STOCK 549282101 31 11000 SH DFND 1 11000 0 0 MASTERCARD INC COMMON STOCK 57636Q104 1516 12486 SH DFND 1 12486 0 0 MCDONALDS CORP COMMON STOCK 580135101 237 1550 SH DFND 1 1550 0 0 MERCK & CO INC COMMON STOCK 58933Y105 4509 70359 SH DFND 1 70359 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 3352 43432 SH DFND 1 43432 0 0 MICROSOFT CORP COMMON STOCK 594918104 6248 90644 SH DFND 1 90644 0 0 MORGAN STANLEY COMMON STOCK 617446448 748 16789 SH DFND 1 16789 0 0 NIKE INC COMMON STOCK 654106103 1434 24297 SH DFND 1 24297 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1496 24993 SH DFND 1 24993 0 0 ORACLE CORP COMMON STOCK 68389X105 2662 53096 SH DFND 1 53096 0 0 PAYCHEX INC COMMON STOCK 704326107 4989 87610 SH DFND 1 87610 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 4748 268860 SH DFND 1 268860 0 0 PEPSICO INC COMMON STOCK 713448108 474 4106 SH DFND 1 4106 0 0 PFIZER INC COMMON STOCK 717081103 5336 158844 SH DFND 1 158844 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 4624 39371 SH DFND 1 39371 0 0 PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 2059 16488 SH DFND 1 16488 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 6186 70986 SH DFND 1 70986 0 0 QUALCOMM INC COMMON STOCK 747525103 3104 56209 SH DFND 1 56209 0 0 REGENERON PHARMACEUTICALS COMMON STOCK 75886F107 2174 4426 SH DFND 1 4426 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 641 43763 SH DFND 1 43763 0 0 SCHLUMBERGER FOREIGN STOCK 806857108 3070 46623 SH DFND 1 46623 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 242 44300 SH DFND 1 44300 0 0 SOUTHERN CO COMMON STOCK 842587107 6803 142083 SH DFND 1 142083 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 5933 24538 SH DFND 1 24538 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 215 1527 SH DFND 1 1527 0 0 STARBUCKS CORP COMMON STOCK 855244109 939 16109 SH DFND 1 16109 0 0 STRYKER CORP COMMON STOCK 863667101 737 5311 SH DFND 1 5311 0 0 SYSCO CORP COMMON STOCK 871829107 3166 62914 SH DFND 1 62914 0 0 TELEFLEX INC COMMON STOCK 879369106 343 1650 SH DFND 1 1650 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 515 2950 SH DFND 1 2950 0 0 UNITED PARCEL SERVICE INC CL B COMMON STOCK 911312106 2097 18965 SH DFND 1 18965 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 799 4311 SH DFND 1 4311 0 0 VANGUARD INTERMEDIATE-TERM BOND ETF ETF-FIXED INCOME 921937819 351 4154 SH DFND 1 4154 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 3888 46711 SH DFND 1 46711 0 0 VANGUARD SHORT-TERM BOND ETF ETF-FIXED INCOME 921937827 406 5090 SH DFND 1 5090 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF-EQUITY 922908769 368 2960 SH DFND 1 2960 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 3735 83626 SH DFND 1 83626 0 0 VF CORP COMMON STOCK 918204108 3479 60394 SH DFND 1 60394 0 0 VISA INC CL A COMMON STOCK 92826C839 1885 20101 SH DFND 1 20101 0 0 WAL-MART STORES INC COMMON STOCK 931142103 6135 81062 SH DFND 1 81062 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3983 54303 SH DFND 1 54303 0 0 WESTERN UNION CO COMMON STOCK 959802109 209 10983 SH DFND 1 10983 0 0 CARTER INC COMMON STOCK 146229109 207 2327 SH DFND 1 2327 0 0 VANGUARD TOTAL BOND MARKET INDEX ETF ETF-FIXED INCOME 921937835 500 6106 SH DFND 1 6106 0 0 WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 840 10721 SH DFND 1 10721 0 0 AMAZON.COM INC COMMON STOCK 023135106 1932 1996 SH DFND 1 1996 0 0 BARD C R INC COMMON STOCK 067383109 1098 3474 SH DFND 1 3474 0 0 EASTMAN CHEMICAL CO COMMON STOCK 277432100 1900 22621 SH DFND 1 22621 0 0 ALLERGAN PLC FOREIGN STOCK G0177J108 1325 5449 SH DFND 1 5449 0 0 TEGNA INC COM COMMON STOCK 87901J105 170 11767 SH DFND 1 11767 0 0 PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 3921 61195 SH DFND 1 61195 0 0 KRAFT HEINZ COMPANY COMMON STOCK 500754106 1633 19064 SH DFND 1 19064 0 0 WESTROCK CO COMMON STOCK 96145D105 1982 34985 SH DFND 1 34985 0 0 GENERAL DYNAMICS CORP COMMON STOCK 369550108 1516 7652 SH DFND 1 7652 0 0 VANGUARD SHORT TERM GOVT BOND INDEX ETF-FIXED INCOME 92206C102 321 5276 SH DFND 1 5276 0 0 PAYPAL HLDGS INC COM COMMON STOCK 70450Y103 1153 21482 SH DFND 1 21482 0 0 SHERWIN WILLIAMS CO COMMON STOCK 824348106 2103 5993 SH DFND 1 5993 0 0 ALPHABET INC CL A COMMON STOCK 02079K305 415 446 SH DFND 1 446 0 0 ULTA SALON COSMETICS & FRAG INC COMMON STOCK 90384S303 1307 4549 SH DFND 1 4549 0 0 ALPHABET INC CL C COMMON STOCK 02079K107 1455 1601 SH DFND 1 1601 0 0 WEBMD HEALTH CORP COMMON STOCK 94770V102 1372 23391 SH DFND 1 23391 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 203 1230 SH DFND 1 1230 0 0 PROASSURANCE CORP COMMON STOCK 74267C106 389 6400 SH DFND 1 6400 0 0 CRACKER BARREL OLD CTRY STORE COMMON STOCK 22410J106 2836 16958 SH DFND 1 16958 0 0 FORD MOTOR CO COMMON STOCK 345370860 379 33854 SH DFND 1 33854 0 0 BURLINGTON STORES INC COMMON STOCK 122017106 637 6929 SH DFND 1 6929 0 0 CADENCE DESIGN SYSTEM INC COMMON STOCK 127387108 2151 64223 SH DFND 1 64223 0 0 UNITED RENTALS INC COMMON STOCK 911363109 1151 10215 SH DFND 1 10215 0 0 FEDEX CORP COMMON STOCK 31428X106 223 1028 SH DFND 1 1028 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF-EQUITY 46434G103 455 9083 SH DFND 1 9083 0 0 SPDR HEALTH CARE SELECT SECTOR FUND ETF-EQUITY 81369Y209 438 5525 SH DFND 1 5525 0 0 SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND ETF-EQUITY 81369Y407 489 5461 SH DFND 1 5461 0 0 SPDR ENERGY SELECT SECTOR SPDR FUND ETF-EQUITY 81369Y506 230 3543 SH DFND 1 3543 0 0 VANGUARD CONSUMER STAPLES ETF ETF-EQUITY 92204A207 221 1564 SH DFND 1 1564 0 0 VANGUARD INDUSTRIALS ETF ETF-EQUITY 92204A603 473 3686 SH DFND 1 3686 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF-EQUITY 92204A702 628 4456 SH DFND 1 4456 0 0 WISDOMTREE EUROPE HEDGED EQUITY INDEX ETF-EQUITY 97717X701 252 4045 SH DFND 1 4045 0 0 ISHARES CORE S&P 500 ETF ETF-EQUITY 464287200 3605 14810 SH DFND 1 14810 0 0 VANGUARD HIGH DIVIDEND YIELD INDX ETF ETF-EQUITY 921946406 1597 20435 SH DFND 1 20435 0 0 WELLS FARGO & CO COMMON STOCK 949746101 6275 113255 SH DFND 1 113255 0 0 SCHWAB CHARLES CORP COMMON STOCK 808513105 1268 29523 SH DFND 1 29523 0 0 ADOBE SYSTEMS INC COMMON STOCK 00724F101 1464 10352 SH DFND 1 10352 0 0 ALIGN TECHNOLOGY INC COMMON STOCK 016255101 1065 7091 SH DFND 1 7091 0 0 FIVE BELOW INC COMMON STOCK 33829M101 945 19139 SH DFND 1 19139 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX FUND ETF-EQUITY 464287606 763 3879 SH DFND 1 3879 0 0 ISHARES S&P SMALL CAP 600 GROWTH INDEX ETF-EQUITY 464287887 391 2510 SH DFND 1 2510 0 0 ISHARES MSCI EAFE SMALL CAP INDEX SCZ ETF-EQUITY 464288273 578 9990 SH DFND 1 9990 0 0 SPDR S&P WORLD EX-US ETF-EQUITY 78463X889 206 7056 SH DFND 1 7056 0 0 DOMINION ENERGY INC COMMON STOCK 25746U109 297 3870 SH DFND 1 3870 0 0 MONSTER BEVERAGE CORP COMMON STOCK 61174X109 577 11611 SH DFND 1 11611 0 0 PETROQUEST ENERGY INC COMMON STOCK 716748306 89 45000 SH DFND 1 45000 0 0 OPEN TEXT CORP COMMON STOCK 683715106 302 9570 SH DFND 1 9570 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 247 2460 SH DFND 1 2460 0 0