Managing Director

0000950123-17-003480.txt : 20170417 0000950123-17-003480.hdr.sgml : 20170417 20170417091702 ACCESSION NUMBER: 0000950123-17-003480 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170417 DATE AS OF CHANGE: 20170417 EFFECTIVENESS DATE: 20170417 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: 17763661 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 03-31-2017 03-31-2017 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 04-14-2017 1 175 317606 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1976 10326 SH DFND 1 10326 0 0 ABBOTT LABS COMMON STOCK 002824100 269 6061 SH DFND 1 6061 0 0 ABBVIE INC COMMON STOCK 00287Y109 5258 80699 SH DFND 1 80699 0 0 ACCENTURE PLC FOREIGN STOCK G1151C101 252 2098 SH DFND 1 2098 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 947 13262 SH DFND 1 13262 0 0 AMGEN INC COMMON STOCK 031162100 3698 22539 SH DFND 1 22539 0 0 ANALOG DEVICES INC COMMON STOCK 032654105 666 8133 SH DFND 1 8133 0 0 APACHE CORP COMMON STOCK 037411105 247 4814 SH DFND 1 4814 0 0 APPLE INC COMMON STOCK 037833100 2340 16288 SH DFND 1 16288 0 0 AT&T INC COMMON STOCK 00206R102 4472 107640 SH DFND 1 107640 0 0 AUTOZONE INC COMMON STOCK 053332102 734 1015 SH DFND 1 1015 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1958 83016 SH DFND 1 83016 0 0 BB&T CORP COMMON STOCK 054937107 2936 65679 SH DFND 1 65679 0 0 BECTON DICKINSON & CO COMMON STOCK 075887109 211 1150 SH DFND 1 1150 0 0 BEMIS INC COMMON STOCK 081437105 3752 76800 SH DFND 1 76800 0 0 BOEING CO COMMON STOCK 097023105 267 1509 SH DFND 1 1509 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 328 6023 SH DFND 1 6023 0 0 CARDINAL HEALTH INC COMMON STOCK 14149Y108 3963 48598 SH DFND 1 48598 0 0 CARNIVAL CORP COMMON STOCK 143658300 2001 33973 SH DFND 1 33973 0 0 CATERPILLAR INC COMMON STOCK 149123101 1101 11868 SH DFND 1 11868 0 0 CELGENE CORP COMMON STOCK 151020104 1261 10137 SH DFND 1 10137 0 0 CHEVRON CORP COMMON STOCK 166764100 3981 37075 SH DFND 1 37075 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 3269 45233 SH DFND 1 45233 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 5931 175460 SH DFND 1 175460 0 0 CITIGROUP INC COMMON STOCK 172967424 232 3881 SH DFND 1 3881 0 0 COCA COLA CO COMMON STOCK 191216100 562 13250 SH DFND 1 13250 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 222 5499 SH DFND 1 5499 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 346 6937 SH DFND 1 6937 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 204 2628 SH DFND 1 2628 0 0 CONSTELLATION BRANDS INC CL A COMMON STOCK 21036P108 1777 10967 SH DFND 1 10967 0 0 COPART INC COMMON STOCK 217204106 1129 18237 SH DFND 1 18237 0 0 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 1822 10863 SH DFND 1 10863 0 0 CVS HEALTH CORP COMMON STOCK 126650100 1350 17198 SH DFND 1 17198 0 0 DISNEY WALT CO COMMON STOCK 254687106 1794 15819 SH DFND 1 15819 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 275 3546 SH DFND 1 3546 0 0 DOVER CORP COMMON STOCK 260003108 2913 36254 SH DFND 1 36254 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 284 4475 SH DFND 1 4475 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 4977 60688 SH DFND 1 60688 0 0 EDWARDS LIFESCIENCES COMMON STOCK 28176E108 1129 11997 SH DFND 1 11997 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 3588 59943 SH DFND 1 59943 0 0 ENTERGY CORP COMMON STOCK 29364G103 226 2981 SH DFND 1 2981 0 0 EOG RESOURCES INC COMMON STOCK 26875P101 643 6594 SH DFND 1 6594 0 0 EQUIFAX INC COMMON STOCK 294429105 1189 8698 SH DFND 1 8698 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 6230 75961 SH DFND 1 75961 0 0 FACEBOOK INC CL A COMMON STOCK 30303M102 934 6577 SH DFND 1 6577 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 387 6838 SH DFND 1 6838 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 6309 211702 SH DFND 1 211702 0 0 GENERAL MILLS INC COMMON STOCK 370334104 322 5461 SH DFND 1 5461 0 0 GENUINE PARTS CO COMMON STOCK 372460105 3271 35396 SH DFND 1 35396 0 0 GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 1130 4920 SH DFND 1 4920 0 0 GRACO INC COMMON STOCK 384109104 539 5728 SH DFND 1 5728 0 0 HELMERICH & PAYNE COMMON STOCK 423452101 1319 19818 SH DFND 1 19818 0 0 HOME DEPOT INC COMMON STOCK 437076102 1532 10437 SH DFND 1 10437 0 0 IBERIABANK CORP COMMON STOCK 450828108 2431 30734 SH DFND 1 30734 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 210 1587 SH DFND 1 1587 0 0 INTEL CORP COMMON STOCK 458140100 5448 151040 SH DFND 1 151040 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 256 1469 SH DFND 1 1469 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 433 3974 SH DFND 1 3974 0 0 ISHARES COMEX GOLD TRUST ETF-ALTERNATIVE ASSETS 464285105 2131 177448 SH DFND 1 177448 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 6079 35503 SH DFND 1 35503 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 5379 77769 SH DFND 1 77769 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 1945 21348 SH DFND 1 21348 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 289 2455 SH DFND 1 2455 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 4749 76247 SH DFND 1 76247 0 0 ISHARES MSCI EMERGING MARKETS INDEX ETF-EQUITY 464287234 2854 72467 SH DFND 1 72467 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2956 25973 SH DFND 1 25973 0 0 ISHARES RUSSELL 1000 INDEX ETF-EQUITY 464287622 626 4769 SH DFND 1 4769 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 1058 9208 SH DFND 1 9208 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 1360 9894 SH DFND 1 9894 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 321 2295 SH DFND 1 2295 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 3144 16799 SH DFND 1 16799 0 0 ISHARES S&P 500 GROWTH INDEXT ETF-EQUITY 464287309 478 3636 SH DFND 1 3636 0 0 ISHARES S&P US PREFERRED STOCK INDEX ETF-FIXED INCOME 464288687 593 15332 SH DFND 1 15332 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 5847 46941 SH DFND 1 46941 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 5586 63594 SH DFND 1 63594 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 265 2010 SH DFND 1 2010 0 0 LAM RESEARCH CORP COMMON STOCK 512807108 1569 12221 SH DFND 1 12221 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 1922 38186 SH DFND 1 38186 0 0 LILLY ELI & CO COMMON STOCK 532457108 2027 24102 SH DFND 1 24102 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 3979 14868 SH DFND 1 14868 0 0 LOWES COS INC COMMON STOCK 548661107 275 3340 SH DFND 1 3340 0 0 LUBYS INC COMMON STOCK 549282101 34 11000 SH DFND 1 11000 0 0 LYONDELLBASELL INDUSTRIES N FOREIGN STOCK N53745100 206 2258 SH DFND 1 2258 0 0 MASTERCARD INC COMMON STOCK 57636Q104 1258 11183 SH DFND 1 11183 0 0 MERCK & CO INC COMMON STOCK 58933Y105 4372 68812 SH DFND 1 68812 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 3256 44127 SH DFND 1 44127 0 0 MICROSOFT CORP COMMON STOCK 594918104 5982 90825 SH DFND 1 90825 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 229 5314 SH DFND 1 5314 0 0 MORGAN STANLEY COMMON STOCK 617446448 936 21839 SH DFND 1 21839 0 0 NIKE INC COMMON STOCK 654106103 1376 24698 SH DFND 1 24698 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1560 24625 SH DFND 1 24625 0 0 ORACLE CORP COMMON STOCK 68389X105 2023 45351 SH DFND 1 45351 0 0 PAYCHEX INC COMMON STOCK 704326107 4932 83736 SH DFND 1 83736 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 4885 268415 SH DFND 1 268415 0 0 PEPSICO INC COMMON STOCK 713448108 429 3831 SH DFND 1 3831 0 0 PFIZER INC COMMON STOCK 717081103 5188 151664 SH DFND 1 151664 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 1539 13630 SH DFND 1 13630 0 0 PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 1815 15097 SH DFND 1 15097 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 6262 69699 SH DFND 1 69699 0 0 QUALCOMM INC COMMON STOCK 747525103 2964 51685 SH DFND 1 51685 0 0 REGENERON PHARMACEUTICALS COMMON STOCK 75886F107 1538 3968 SH DFND 1 3968 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 700 48196 SH DFND 1 48196 0 0 SCHLUMBERGER FOREIGN STOCK 806857108 4025 51541 SH DFND 1 51541 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 52 10000 SH DFND 1 10000 0 0 SOUTHERN CO COMMON STOCK 842587107 6671 134010 SH DFND 1 134010 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 6233 26440 SH DFND 1 26440 0 0 STARBUCKS CORP COMMON STOCK 855244109 627 10731 SH DFND 1 10731 0 0 STRYKER CORP COMMON STOCK 863667101 733 5565 SH DFND 1 5565 0 0 SYNAPTICS INC COMMON STOCK 87157D109 303 6116 SH DFND 1 6116 0 0 SYSCO CORP COMMON STOCK 871829107 3207 61771 SH DFND 1 61771 0 0 TARGET CORP COMMON STOCK 87612E106 916 16601 SH DFND 1 16601 0 0 TELEFLEX INC COMMON STOCK 879369106 613 3165 SH DFND 1 3165 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 214 1395 SH DFND 1 1395 0 0 TUPPERWARE CORP COMMON STOCK 899896104 224 3566 SH DFND 1 3566 0 0 UNITED PARCEL SERVICE INC CL B COMMON STOCK 911312106 2067 19264 SH DFND 1 19264 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 686 4184 SH DFND 1 4184 0 0 VANGUARD INTERMEDIATE-TERM BOND ETF ETF-FIXED INCOME 921937819 347 4154 SH DFND 1 4154 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 2646 32043 SH DFND 1 32043 0 0 VANGUARD SHORT-TERM BOND ETF ETF-FIXED INCOME 921937827 454 5696 SH DFND 1 5696 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF-EQUITY 922908769 328 2700 SH DFND 1 2700 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2669 54757 SH DFND 1 54757 0 0 VF CORP COMMON STOCK 918204108 3352 60986 SH DFND 1 60986 0 0 VISA INC CL A COMMON STOCK 92826C839 1653 18603 SH DFND 1 18603 0 0 WAL-MART STORES INC COMMON STOCK 931142103 5739 79626 SH DFND 1 79626 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3866 53012 SH DFND 1 53012 0 0 WESTERN UNION CO COMMON STOCK 959802109 3053 150004 SH DFND 1 150004 0 0 CARTER INC COMMON STOCK 146229109 716 7969 SH DFND 1 7969 0 0 VANGUARD TOTAL BOND MARKET INDEX ETF ETF-FIXED INCOME 921937835 267 3294 SH DFND 1 3294 0 0 WALGREENS BOOTS ALLIANCE INC COMMON STOCK 931427108 1078 12975 SH DFND 1 12975 0 0 AMAZON.COM INC COMMON STOCK 023135106 1359 1533 SH DFND 1 1533 0 0 BARD C R INC COMMON STOCK 067383109 597 2403 SH DFND 1 2403 0 0 EASTMAN CHEMICAL CO COMMON STOCK 277432100 1827 22617 SH DFND 1 22617 0 0 ALLERGAN PLC FOREIGN STOCK G0177J108 1242 5200 SH DFND 1 5200 0 0 PRINCIPAL FINANCIAL GROUP COMMON STOCK 74251V102 3878 61443 SH DFND 1 61443 0 0 KRAFT HEINZ COMPANY COMMON STOCK 500754106 1561 17192 SH DFND 1 17192 0 0 WESTROCK CO COMMON STOCK 96145D105 1811 34813 SH DFND 1 34813 0 0 GENERAL DYNAMICS CORP COMMON STOCK 369550108 1167 6232 SH DFND 1 6232 0 0 VANGUARD SHORT TERM GOVT BOND INDEX ETF-FIXED INCOME 92206C102 269 4421 SH DFND 1 4421 0 0 PAYPAL HLDGS INC COM COMMON STOCK 70450Y103 552 12820 SH DFND 1 12820 0 0 SHERWIN WILLIAMS CO COMMON STOCK 824348106 1785 5755 SH DFND 1 5755 0 0 ALPHABET INC CL A COMMON STOCK 02079K305 435 513 SH DFND 1 513 0 0 ULTA SALON COSMETICS & FRAG INC COMMON STOCK 90384S303 1188 4166 SH DFND 1 4166 0 0 ALPHABET INC CL C COMMON STOCK 02079K107 1107 1334 SH DFND 1 1334 0 0 ACUITY BRANDS INC COMMON STOCK 00508Y102 570 2793 SH DFND 1 2793 0 0 WEBMD HEALTH CORP COMMON STOCK 94770V102 1092 20729 SH DFND 1 20729 0 0 KATE SPADE & CO COMMON STOCK 485865109 309 13292 SH DFND 1 13292 0 0 VANECK VECTORS TRUST GOLD MINERS ETF ETF-EQUITY 92189F106 282 12366 SH DFND 1 12366 0 0 PROASSURANCE CORP COMMON STOCK 74267C106 386 6400 SH DFND 1 6400 0 0 CRACKER BARREL OLD CTRY STORE COMMON STOCK 22410J106 2623 16470 SH DFND 1 16470 0 0 FORD MOTOR CO COMMON STOCK 345370860 2629 225879 SH DFND 1 225879 0 0 PACWEST BANCORP INC COMMON STOCK 695263103 2836 53254 SH DFND 1 53254 0 0 BURLINGTON STORES INC COMMON STOCK 122017106 575 5908 SH DFND 1 5908 0 0 CADENCE DESIGN SYSTEM INC COMMON STOCK 127387108 1747 55637 SH DFND 1 55637 0 0 NOBLE ENERGY INC COMMON STOCK 655044105 259 7529 SH DFND 1 7529 0 0 UNITED RENTALS INC COMMON STOCK 911363109 1172 9375 SH DFND 1 9375 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF-EQUITY 46434G103 456 9541 SH DFND 1 9541 0 0 SPDR HEALTH CARE SELECT SECTOR FUND ETF-EQUITY 81369Y209 411 5525 SH DFND 1 5525 0 0 SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND ETF-EQUITY 81369Y407 480 5461 SH DFND 1 5461 0 0 SPDR ENERGY SELECT SECTOR SPDR FUND ETF-EQUITY 81369Y506 248 3543 SH DFND 1 3543 0 0 VANGUARD CONSUMER STAPLES ETF ETF-EQUITY 92204A207 220 1564 SH DFND 1 1564 0 0 VANGUARD INDUSTRIALS ETF ETF-EQUITY 92204A603 456 3686 SH DFND 1 3686 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF-EQUITY 92204A702 604 4456 SH DFND 1 4456 0 0 WISDOMTREE EUROPE HEDGED EQUITY INDEX ETF-EQUITY 97717X701 254 4045 SH DFND 1 4045 0 0 ISHARES CORE S&P 500 ETF ETF-EQUITY 464287200 2575 10854 SH DFND 1 10854 0 0 VANGUARD HIGH DIVIDEND YIELD INDX ETF ETF-EQUITY 921946406 1274 16409 SH DFND 1 16409 0 0 ENBRIDGE INC FOREIGN STOCK 29250N105 237 5658 SH DFND 1 5658 0 0 WELLS FARGO & CO COMMON STOCK 949746101 5930 106537 SH DFND 1 106537 0 0 SCHWAB CHARLES CORP COMMON STOCK 808513105 1150 28176 SH DFND 1 28176 0 0 ADOBE SYSTEMS INC COMMON STOCK 00724F101 593 4557 SH DFND 1 4557 0 0 ALIGN TECHNOLOGY INC COMMON STOCK 016255101 296 2583 SH DFND 1 2583 0 0 FIVE BELOW INC COMMON STOCK 33829M101 297 6867 SH DFND 1 6867 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX FUND ETF-EQUITY 464287606 741 3879 SH DFND 1 3879 0 0 ISHARES S&P SMALL CAP 600 GROWTH INDEX ETF-EQUITY 464287887 384 2510 SH DFND 1 2510 0 0 ISHARES MSCI EAFE SMALL CAP INDEX SCZ ETF-EQUITY 464288273 591 10913 SH DFND 1 10913 0 0